<<What would you buy now?>>
hard to answer this without a much clearer specification of what the goals, time-frame, etc., of the proposed investment are. Unlike GMST and TVGIA, where you clearly want to be holding the former rather than the latter if the deal doesn't close, JDSU and SDLI are both extremely high-quality companies--King and Prince, respectively, of a fiber-optic component sector in clear tornado. Their prices fluctuate pretty wildly (especially SDLI), and both are pretty richly valued by any standards, so there are lots of trading possibilities here for those that lean toward such stuff. LTB&Hers can't really go wrong with either, IMO, but GGers will naturally prefer JDSU, as the King.
god, if they let this deal go through (I would never have dreamed they would, so never considered the possibility), the result would be a bloody monster--one of the absolute blue chips of the new century...
tekboy/Ares@holdingonfortheride.com |
