JDS Uniphase (JDSU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SJS who wrote (856)	8/26/1999 10:59:00 AM
From: BI*RI	Read Replies (1) of 24042

From TLAB board: SC Cowen saying that CSCO acquisitions could be a positive for Advanced Fiber Communications (AFCI), and a negative for Tellabs (TLAB). AFCI owns about 5% of Cerent, so deal worth about $4.50/share to AFCI. Deal could be viewed as slight negative for Tellabs, which competes with Cerent in high-speed data technology with its TITAN. May also remove any takeover speculation in Ciena. Similarly, CSFB saying that acquisitions likely to spur a wave of consolidation in the optical systems market as telecom players (LU, NT, TLAB and others) respond with acquisitions to enhance time to market and capability in select industry segments. CSFB believes optical component players such as JDS Uniphase (JDSU) will emerge as beneficiaries as innovation accelerates in the market creating enhanced opportunities for leading merchant suppliers. beta.siliconinvestor.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next