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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Bulldozer who wrote (995)	9/9/1999 10:25:00 AM
From: Bob A Louie	Respond to of 24042

Bulldozer, are you always this cordial? Your name says a lot. You seem to think that this is your own personal thread. This is a public forum and I'll discuss lumm and jdsu with anyone who wants to respond. If you don't like it, just hit 'next'. I'm not here to promote lumm or bash jdsu, just looking for objective analysis which is obviously not your agenda. No need to be defensive. Regards, Bob.

To: Bulldozer who wrote (995)	9/9/1999 2:12:00 PM
From: Bob A Louie	Respond to of 24042

<As I've stated, JDSU is very well aware of Lumm and Bookham, and I have great faith in the brain trust there that if need be, they will respond accordingly. > Are you suggesting that JDSU would buy LUMM? It would make a good fit. If LUMM can prove their technology works then JDSU's customers and marketing muscle would make it go. Considering CSCO just paid $6.9B for Cerent, a company with only $10M in sales, LUMM's technology could command a hefty premium. Regards, Bob.