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No. of Recommendations: 5
Ah, I found it buried in my sent mail box in a letter to Phil. I don't have time to clean it all up right now, so here she blows - ugly and all:

> From: "Bruce Brown" <brown-bc@magnet.at>
> To: <pweiss@worldnet.att.net>
> Sent: Thursday, January 06, 2000 2:40 AM
> Subject: JDSU revisited...
>
>
>> Phil,
>>
>> I enjoyed your article on JDS Uniphase. Believe me, a lot of us having
>> been hashing out the barriers to entry issue and Moore's comments about
>> young possible young gorillas developing in JDSU and Qualcomm (which he
>> claims he doesn't remember saying) over on the Gorilla and King thread
>> at Silicon Investor as well as the JDSU board here at the Fool. Here's
>> the original article that quoted Moore:
>>
>> http://moneycentral.msn.com/articles/invest/strat/4976.asp?ID=4976
>>
>> Here's Geoff's response from a Gorilla Game list serve digest I
>> participate on of which he is a member after somebody asked him to
>> clarify himself:
>>
>> > Gang,
>> > Regarding the following:
>> >
>> > Geoff (or anyone else knowledgeable about the issue) I've read over on
>>
>> > the SI GG board that you supposedly wrote or said sometime this past
>> > year to the effect that you did not think QCOM was a gorilla (or
>> > couldn't become one) and JDSU was (or is about to become one). Would
>> you
>> > clarify please.? Did you ever say/write anything resembling these
>> > thoughts? Where could I read your exact words if written. David
>> >
>> > I don't know what I said exactly (one of the dangers of me ever saying
>>
>> > anything) but in any event, I am persuaded by the arguments on the
>> list and
>> > by the behavior of the stock market that Qualcomm is indeed a
>> gorilla. JDSU
>> > I do not know as much about, but I believe the wisdom of the list is
>> that it
>> > is a king, not a gorilla.
>> > Cheers,
>> > Geoff
>> >
>> > Geoffrey Moore
>> > Chairman, The Chasm Group
>> > (650) 312-1946
>> > Venture Partner, Mohr Davidow Ventures
>> > (650) 854-7236
>>
>> Geoff is a writer - a good one at that - and has to rely on others in
>> the business to feed him a lot of information. He'll be the first to
>> admit it, but his process of gathering the information and setting it to
>> print is some of the best in the business. We've learned not to take
>> Geoff's word as gospel and the above illustrates a few things - most
>> importantly that Geoff is a busy man and when taking comments or quotes
>> out of context can be misleading.
>>
>> Most of we 'gorilla hunters' feel pretty strongly that JDS Uniphase is a
>> King, not a gorilla. They hold 2x+ the market share of their nearest
>> competitor and the 'lock' via proprietary technology is to create a value chain has not come to the fore in any clear way if at all.
>>
>> I look forward to your second and third portions of the JDS Uniphase
>> report as I am a shareholder and have been excited about this company
>> for about 20 months now by being originally a UNPH investor.
>>
>> BB
>>
>>
>
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