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Strategies & Market Trends : The New Millenium Portfolio

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To: Raj Ramaswamy who wrote (497)	3/23/2000 8:18:00 AM
From: wlheatmoon	Read Replies (1) of 540

the feds review all mergers. the news yesterday just said ALA, a big customer of ETEK, wanted to delay the merger (not stop it). this brings a little uncertainty to the deal, thus, the market gets to play with the stock. uncertainty creates risks and opportunities. my view is that ETEK is a great play in the fiberoptics regardless of whether or not JDSU buys them out. they make components that are vital,,,otherwise, ALA wouldn't be making a stink. i believe JDSU/ETEK merger will go through, and the ALA complaint is really a nonevent. however, this is obviously one person's opinion. good luck.

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