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Technology Stocks : JDS Uniphase (JDSU)

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To: Dennis J Baltz who wrote (13880)	11/3/2000 1:32:02 AM
From: pat mudge	Read Replies (4) of 24042

You once said you were invested in SDLI instead of JDSU because of the 15% bump you would get when the merger is approved. Is this still your position? I still have my core SDLI holding. I did sell some trading shares at a loss during the big drop and couldn't buy back in at the bottom b/c of the wash rule. I picked up JDSU as a surrogate. Losing the spread was hard but losing the tax lose would have been harder. (Not selling would have been the best of all --- but that's hindsight.) I don't know what will happen if the merger doesn't go through. If I had any confidence in Wall Street's ability to sort out the dynamics, I wouldn't be worried. However, I suspect they think a fall-out would be a plus for JDSU and a minus for SDLI, when in reality it's not that simple --- JDSU is relieved of a huge acquisition charge but also is left without the products it needs for 40 gig; while SDLI is left without increased manufacturing capabilities but is still the leader in advanced components and modules. Not to mention the fact it would be a sitting duck for those who bid on it earlier. When does a spread normally begin to close? Pat

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