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


To: SJS who wrote (4694)1/18/2000 1:01:00 PM
From: t2  Read Replies (1) | Respond to of 24042
 
Steve, I am not totally out of ETEK. I have some deep in the money call options--only sold shares. However, i have been so concentrated in JDSU that i did not want to own more of it, even though i believe it will provide great returns. Precisely for the reason you cited (both moving up), i need to find another company to at least try to diversify
The ETEK sale was simply to find the next ETEK and i felt Ortel was it based upon the areas in which JDS wants to acquire capacity.

Forgot to mention i also have OCLI--ie more JDSU.

I think we should have one hell of a run up going into the earnings.

Very long JDSU!!



To: SJS who wrote (4694)1/18/2000 1:50:00 PM
From: Peter Sherman  Respond to of 24042
 
well - it seems like more of us are getting into arbitrage plays - if you like JDSU, take a look at the Gemstar/TVGIA numbers - really nice back door play into GMST via TVGIA - also WHO WILL BUY EMLX now -- running out of stox to buy that JDSU will take out -