JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: quidditch who wrote (3678)	1/3/2000 6:46:00 PM
From: t2	Read Replies (2) of 24042

Steven, Don't you get the feeling that JDSU is looking to gobble up more companies. Lots of stock deals with a ever increasing stock price makes that strategy easy to execute. It would make it difficult for companies like NT, Lucent, Cisco to acquire the best companies unless JDSU does not need them. JDSU can pick and choose--what a position to be in. They can decide on companies for increasing production capacity or acquiring new technology. A high valuation puts them in an enviable position. Reminds me of the internet company mergers last year around this time. No one else could touch them due to the valuations. USA networks tried to get Lycos but the deal fell through. JDSU has seen it happen with the nets and are doing exactly the same thing. Great management since they jumped the gun and moved earlier with the JDS Fitel/Uniphase deal. One difference with the nets is the much higher barriers to entry in this industry. Great management and very happy shareholders!! Can i be more bullish on this company? <g> BTW--I wonder if ETEK will be bought out. I think JDSU would want them before SDLI makes a move.

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