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Technology Stocks : JDS Uniphase (JDSU)

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To: jackmore who wrote (2027)11/15/1999 7:29:00 PM
From: pat mudge  Read Replies (1) of 24042
 
Jack --

Someone at the recent AEA conference asked about being acquired and the answer was a decided no. That could be a standard reply, but I would guess the new management would like to turn the company around and position itself in the metro market before entertaining the idea.

Pure speculation on my part.

I would imagine their manufacturing facility is on many competitors' radar screens. I'm told it's equal to the top 5 in the sector. I don't have details, so take that with a grain of salt.

As for JDSU and, in my case, SDLI, I wouldn't sell either to add ORTL. Sell something else instead! :)

Pat
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