RangerRick, looks like my source of acq of SDLI was right, but suitor was off
it was not Corning
very curious of your perception of the merger, and your expectoration for the next 2-3 months for JDSU in light of this proposed merger
I think the US and Canadian agencies are gonna have some requirements for completion of the merger, but it will be hard to stop it... very interesting that a 3.8/1 ratio was agreed upon, yet the stock ratio now is far from that with JDSU at 102 and SDLI at 326, a 3.2/1 ratio
as for product mix and integration, I hear SDLI makes tunable amplifiers... unsure what that means exactly... but my guess is their amplifiers can focus on specific frequencies on which to tune, rather than an entire spectrum... my understanding of the erbium doped fiber amps is that EDFA's amplify the entire spectrum... so this would give JDSU a solid lead on the amplifier niche
now we know why Summit bastards were big sellers of JDSU last week... got a concern now for the chart of JDSU... it looks like a descending triangle with a base of 80-100... question is whether base of 100 will hold now... I suspect it will... I noticed how stock moved from 116 to 95 then back to 103, which again is about 3/8 back up
Rick, this is a BIG BIG pill to swallow, at $41 billion roughly... do you still think this will continue north through the autumn months?
if so, I like the Oct100 and the Dec100 calls... they dont have the element of deepinmoney no more, so maybe the 90 strike price for salvageability purposes
what is your take on this merger deal?
or are you spinning legal beagle gears redistributing the wealth of your clients, when you should be redistributing the wealth of competing investors into your stock account?
Volt, I tend to agree generally that if both JDSU and SDLI are in favor by the House Community, that both stocks will rise from here... but it doesnt address the issue of product mix and ultra-strong competitive position
rsvp, Jim |
