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

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To: pat mudge who started this subject	1/24/2001 8:33:29 PM
From: t2	Read Replies (1) of 3951

It is getting obvious that these companies wanted to stretch this out so that the least amount of concessions will be necessary. I had thought about this a few months ago when they put in a December deal closing timeframe. I was wondering back then...why not wait...just in case Bush wins. The answer is...they did not know who would be the next president at the time and wanted to show that it was a non-factor. Obviously, JDSU/SDLI must have asked for more time to work out the details...if they did not---that means there was no time limit to submit the information on the "second request" from the DOJ. My feeling is that John Ashcroft (who replaces Janet Reno) will be giving a new set of instructions to staff at the DOJ. He is believed to be the most conservative appointment by Bush. Now if I was the one in charge of making the final decision on this merger, would I ... a) accept the remedy proposed by JDSU/SDLI b) do some more negotiations and approve the deal b) reject the merger and risk losing my job. I think it likely to be a) or b) <ggg> Maybe even a)---just to impress the new boss with the brand new policy of "innovation over regulation" !!! <g>

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