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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (10978)	11/23/1999 11:30:00 PM
From: Thomas Tam	Read Replies (1) of 54805

Lindy wrote By the way, God help JDSU if the Canadian content law ever changes! Lindy what do you mean by this? If you are saying Canadians can not buy 100% JDSU in their retirement accounts then you are wrong. This is because this fantastic little company has a Canadian equivalent in JDU:TSE which trades as an exchangeable share on the Canadian markets. So we can be 100% JDU(JDSU) and not exceed our foreign content limits in our retirement accounts. Would love to have a QCOM exchangeable share. :) From a potential event point of view, what would happen to this stock if it were to be added to the S&P 500. Instant buy order of 10 million shares currently. If you figure the insiders own 40-45% and institutions own another 30-35%, there is not a lot of stock out there to buy and we will see QCOM like gains. Later

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