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Technology Stocks : JDS Uniphase (JDSU)
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To: onurbius who wrote (11235)7/10/2000 9:48:36 PM
From: Tecinvestor  Read Replies (4) of 24042
 
I don't think now is the right time to jump ship on JDSU in favor of SDLI. Despite the fact that SDLI is trading at a 20% discount that gap will, in all probability, widen before this deal is either rejected or approved by the DOJ.

For example, while the ETEK deal was pending, the discount was as high as $60 only a matter of weeks before the DOJ gave its approval. That discount evaporated in a matter of days when the deal was approved.

For those who wish to work the arb play, be patient. Before this thing is over, I'd bet we'll see a significantly larger discount - one that will ebb and flow as each tidbit of news come out speculating about whether the deal will be approved. Tec.
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