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

To: Boplicity who wrote (4271)	1/11/2000 9:05:00 AM
From: jmanvegas	Respond to of 24042

Greg: I believe that if you look at a comparison chart between JDSU & SDLI, SDLI's stock has outperformed over the last couple of years. That's not to say that JDSU should not be the largest holding in one's optical portfolio because it is by far the largest player, but one could have made an enormous amount of money in SDLI as well. In addition, SDLI or ETEK could be considered potential buyout candidates, where JDSU's market cap is prohibitive for one to even think about it, unless CSCO wants to do mega-merger kind of deal, which they have never done before. jmanvegas