SDL, Inc. [Nasdaq: SDLI] Message Board

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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]

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To: Guy Gordon who wrote (2323)	7/23/2000 3:55:07 AM
From: pat mudge	Read Replies (1) of 3951

Doesn't that make SDLI awfully dangerous to hold right now? The stock is up on both the takeover premium and the S&P500 addition. If the deal were to all through for regulatory reasons the downside could be horrific. SDLI is not being added to the S&P500. They're both dangerous in terms of the downside once the S&P buying is over. There'll be a leveling off, to be sure. As for the DOJ, I believe documents were to be filed by July 15 and the DOJ has a certain number of days to respond. With ETEK it was close to 2 1/2 months when they asked for more documentation. Based on what was said during the merger CC, they're allowing for extended questioning and have therefore set the probable closing date for the end of December. LU's ME spinoff will make it more difficult for the DOJ to claim the combined company has a monopoly. Worst case JDSU will have to lighten up in certain product areas much like the Etek merger. I've read reports by H&Q, JP Morgan, CSFB, and Cowen and they all think the merger will pass. Either way, SDL is my long term choice. Pat

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