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Technology Stocks : JDS Uniphase (JDSU)
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To: pat mudge who wrote (5646)1/30/2000 9:48:00 PM
From: LBstocks   of 24042
 
Corning and JDSU make the most sense as potential buyers of SDLI since systems providers (NT, LU, ALA, etc.) have little to gain by purchasing SDLI. If one of them buys SDLI, they will not be able to sell SDLI components to their competitors. I agree with Greg that in either scenario (GLW or JDSU as the buyer) JDSU goes down in the near term.

If JDSU buys SDLI, they strengthen their dominant position in the long term. If GLW buys SDLI, the ETEK acquisition becomes a slam dunk.
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