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Strategies & Market Trends : Rande Is . . . HOME
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To: Rande Is who wrote (29479)7/13/2000 5:06:56 AM
From: DlphcOracl  Read Replies (4) of 57584
 
Is JDSU a "SELL"??

The combined market cap of JDSU/ETEK/SDLI will be well over 100 billion and this entity will be less nimble and less capable of the hypergrowth its share price(s) have seen over the past 1-2 years. Many on Wall St. feel that JDSU has overpaid for SDLI (although this ALWAYS seems to be Wall Street's take for the acquiring company in any larger merger). Finally, it can be argued that, at best, JDSU will be "dead money" for the better part of the year as the arbitragers play their game and the proposed deal awaits DOFJ antitrust scrutiny; at worst, JDSU will fall significantly from its current level. A good example of the latter price action is Gemstar (GMST). Its shares took a major hit while its deal with TV Guide awaited antitrust approval.

Any thoughts from the thread on what to do with JDSU if one is a current holder?

Disclosure: I hold JDSU long and am overweighted in my portfolio with JDSU.
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