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Technology Stocks : JDS Uniphase (JDSU)
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To: Road Walker who wrote (11218)7/10/2000 7:20:43 PM
From: YONSU  Read Replies (1) of 24042
 
John, the big difference is that Worldcom/Sprint is a direct consumer play, where DOJ worries about how the consumer is treated, pricing, and product. With JDSU the consumer is not directly effected, though JDSU's consumer's are other companies needing what they produce. The real concern is overlap of products to give most of the competitive advantage or monopoly to one of the products produced. This merger has one or two concerns which may come to play, but getting optical product to the users is the foremost thought
from JDSU's clients. We shall see if DOJ feels the pendulum has swung too far, the experienced management of JDSU is optimistic again that they have the knowledge and data to convince and support their view on this merger to DOJ.

Yonsu
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