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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?


To: Naveen Kumar who wrote (7913)1/18/2000 4:13:00 AM
From: Daniel G. DeBusschere  Respond to of 12623
 
JDSU is an OEM supplier and sells components to all the OEM system builders. If the acquisition of E-TEK colors JDSU as a system builder and not just an OEM supplier that everyone buys from, then they may have a big problem with their stock price. I still have not figured out why JDSU's stock price is so out of wack with CIEN but if they want to become more like CIEN then something has got to give. I don't think there will be any problem with this merger as it may affect CIEN.