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Technology Stocks : JDS Uniphase (JDSU)
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To: Dennis J Baltz who wrote (13880)11/2/2000 3:12:15 PM
From: sam  Read Replies (1) of 24042
 
If the deal were undone the knee jerk reaction would be a quick rise in JDSU and a drop in SDLI -- as the arbs bail from the deal. When the dust settles, SDLI will probably be the bigger gainer...from these levels. Though both will do very nicely. That said, together they will do MUCH better than each can do alone. Still no reason to think the deal wont go through though. Actually there never was any real doubt. Cramer -- a lawyer no less -- made some noise that he thought the deal would not go through. But we know how accurate he is in understanding the fundamentals behind JDSU. ;)
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