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Technology Stocks : Nortel Networks (NT)
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To: Kenneth E. Phillipps who wrote (3281)9/4/1999 10:06:00 AM
From: Kenneth E. Phillipps  Read Replies (1) of 14638
 
Interesting speculation in Red Herring about JDS Uniphase buying fiber optic component division from Nortel.

Fiber optics takes the spotlight

redherring.com

WHAT'S NEXT?
The big trick is predicting where companies in this market are heading. JDS Fitel led the way in acquisitions with Uniphase, and it is expected to buy more properties. "JDS acts like Cisco in that it picks up tech companies that the industry doesn't really think about and pays more for it than expected, but it hedges its bets by making certain it's leading the way in the direction where technology is moving," says Mr. Fine.
Analysts think JDS Uniphase will next approach equipment vendors who also make their own components and propose to buy the component divisions; Nortel is expected to top the list.

After that? Rumors are rampant. Because of the JDS Uniphase merger, E-Tek and SDL are often talked about as a natural merger, although SDL has publicly said it isn't interested in a blockbuster deal, but rather in making smaller, strategic acquisitions. One company in the crosshairs: Harmonic (Nasdaq: HLIT), based in Santa Rosa, California, which makes optical transport "return path" solutions; it has seen its stock price shoot up 475 percent from near $20 to $115 since January.
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