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

To: Ned Land who wrote (3860)	1/5/2000 9:35:00 PM
From: t2	Read Replies (1) \| Respond to of 24042

Ned, Which company are you talking about? Which acquisition. I also sense we will hear about one very soon based upon the article of yesterday. I have noticed a change in the managements' response to questions about possible acquisitions. They seem more keen on acquiring now than in the not so distant past. Who can blame them with a rising stock price for currency? Maybe they are interesting in taking over some of their own suppliers. As the largest optical components maker by a mile, they may be able to pressure their own suppliers into being acquired. They were successfull in taking over one such company in the U.K. recently. That is the pattern i would expect, especially if they keep that overwhelming market share intact---Otherwise if they don't , the acquiring suppliers strategy may not be the best in most cases. I am just so bullish in part due to this ability of the company to effectively get the missing pieces to their puzzle while the competition stood still. What a company---so much like Cisco of the past.