SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LindyBill who wrote (27593)7/10/2000 11:15:02 AM
From: gdichaz  Read Replies (2) of 54805
 
LindyBill: Suggest that the price of SDLI reflects skepticism that the merger will be permitted by the US DOJ.

If the merger falls through the offer price is moot.

But both JDSU and SDLI are excellent companies in their own right, so in worst case (no merger) still worth considering after DD - IMO.

Which to buy depends on fundamentals of each with the merger as frosting and with major risk of "modification" at a minimum IMO.

So which to give preference to depends on judgement of relative merits as separate companies and then judgement of likelihood merger will happen.

Good luck.

I'm relaxed with both.

Best.

Cha2
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News