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Technology Stocks : JDS Uniphase (JDSU)
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To: Jarhead who wrote (5871)2/1/2000 2:53:00 PM
From: SJS  Read Replies (1) of 24042
 
Don't disagree with anything you've said. However, make ETEK stock part of your optical stock strategy, not the whole thing. Sure the lure of 25+% is enticing, but just because WE all feel this deal will go through doesn't mean the FTC doesn't have a problem with it.

It's more risk than I would take personally. If it helps, I own them both (and SDLI, which doesn't enter this equation.....) with the following approximate ratios:

JDSU: 1
ETEK: .625

That's not to say that's the right relationship for ANYONE here. It's what I have at this moment.

Steve
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