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Technology Stocks : JDS Uniphase (JDSU)

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To: Jim Lamb who wrote (11208)	7/10/2000 4:33:13 PM
From: pat mudge	Read Replies (2) of 24042

re: overlap and DOJ scrutiny, is it possible that with products changing every 6 to 12 months that dominance is hard to determine? With thin film filters, they won't always be the dominant technology and perhaps the DOJ finally figured out they couldn't block a merger based on any one product in a market changing as fast as fiber optics' components. True the combined company will dominate 980nm pumps, but how long will 980nm dominant their space? And if the DOJ were to analyze Raman, wouldn't they have to determine how long they'll run? Just throwing out some food for thought. Admittedly I have little understanding of how the DOJ thinks. Might as well figure out the mind of God. Pat

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