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Technology Stocks : JDS Uniphase (JDSU)
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To: SJS who wrote (4677)1/18/2000 11:00:00 AM
From: t2  Read Replies (1) of 24042
 
Steve, i think the risk is about the as the OCLI deal used to be---Approx. 10%. CNBC seems to be making comments about regulatory problems. I don't think JDSU sees it that way as they point out that NT and Lu also have component manufacturing capabilities as well.

Remember that only about 30% of the component biz is outsourced to companies like JDSU!
That should ease the regulators' concerns. Of course the other thing is that products will get to market faster and cheaper which could be a plus from the regulators point of view. Helps speed up the fibre optic networks.
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