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

To: Andy Yamaguchi who wrote (4700)	1/18/2000 3:26:00 PM
From: pat mudge	Respond to of 24042

SDLI only has 10% or less market share. JDSU should have no problem to buy it. Some things you can't buy. Factories, yes; packaging, yes; contracts, you have to earn. Long SDLI and JDSU. Pat

To: Andy Yamaguchi who wrote (4700)	1/18/2000 3:27:00 PM
From: SJS	Read Replies (1) \| Respond to of 24042

Only a problem with funding it. To that end, just keep buying JDSU so they can fill their coffers with stock value currency. <G> CNBC did a glowing "special" report on this deal this afternoon. One discussion point was that they (analysts opinions....) indicated most think regulatory approval is fairly certain, although they did mention or speculated/comtemplated that JDSU/ETEK might each/both have to divest some assets to clear that hurdle. That's far from certain, though. It was reported speculation on this, not assured facts.