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Investing Books / Gorilla Game, The


Subject:  Re: SEBL, VRSN, ITWO OR JDSU????? Date:  3/23/2000  12:26 AM
Author:  Lusketeer Number:  1704 of 8809

I bought the Gorilla Game a few days ago & am 2/3 of the way through it. Excellent book.

I have had a small position in JDSU for about 4 months now last after much reading & thinking decided to increase my position to almost 1/3 of my portfolio a few days ago. They look to be in the middle of a tornado that should continue for a while (1-2 years?) Though I am not sure how production stacks up to demand over time. It really looks like a fairly conservative investment, long term.

Not sure why some say it is not a gorilla but a king. I read that JDSU keeps their component manufacturing process secret. That mean the architecture is not open?
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