SDL, Inc. [Nasdaq: SDLI] Message Board

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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]

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To: kalicokatt who wrote (735)	1/17/2000 9:53:00 PM
From: pat mudge	Read Replies (2) of 3951

newsalert.com JDSU buys ETEK --- not a competitor but the valuation does put SDLI into focus. The following quote caught my eye: One of the many expected benefits of the merger will be the combination of E-TEK's packaging technology and capacity with JDS Uniphase's optical filter capability and supply which was enhanced by its pending merger with OCLI. This comes as no surprise to anyone who's followed the sector for any length of time. LU's announcement being the largest validation of the dearth of packaging and manufacturing capacity. It also fits with ETEK's comments on their recent CC stating they needed to improve channel counts on their filters. They specifically mentioned the need to combine Fiber Bragg stabilization. ETEK and JDSU prices will adjust to the 1.1 exchange rate --- with some variance for risk factor --- but will they meet somewhere in between or will ETEK soar to JDSU's level? If I held both I wouldn't worry, but of the two, I only hold JDSU. This will definitely wake up the sector. Pat

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