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

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To: luther yow who wrote (3842)	1/25/2001 10:58:29 PM
From: Tunica Albuginea	of 3951

luther, I guess you've been left all alone to wonder. I thought I'd help.... " They are driving jdsu into the ground, any reason? " TA =================================================== Message 15248610 It may just be a big weakness in the "enterprise" market that PMCS serves. .... ...Cisco has mentioned as had some other chips companies in the story I just posted.....' Message 15248750 " The common theme for weakness are the Cisco related enterprise companies, while the carrier related suppliers seem to be fine...." Message 15248319 " PMCS's top customer is CSCO whose largest markets are enterprise and CLEC. JDSU's end markets are primarily carriers... .....VTSS and AMCC had been positive in their conference calls. I was wondering if either of these actually competed with PMCS........." Message 15248156 " From Cramer: Lets be very clear. CSCO is PMCS's biggest customer. One could interpret that Cisco has simply stopped ordering." ======================================= JDSU's Conference Call Transcripts Message 15248789 ============================================= Another view on JDSU/SDLI merger Message 15248951 " JDSU's price was cut nearly in half and SDLI 's price nearly doubled as result of merger announcement. The reverse could also happen if merger doesn't go through. Perhaps SDLI is darn lucky to be merging with JDSU. ........I would rather hope the merger be synergistic and a win /win situation for both. " ========================================= Finally .........Luther here's some help from a friend.... Message 15248651 " Luther, I am a lurker on this board and thought that I would suggest that you look at selling LEAP options on your position. Also check out the 2003 for the same strike price. You might be able to hold your position without the margin getting into your capital in a deep way. " Let's call it a day now Luther, TA

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