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

To: Nick who wrote (4717)	1/18/2000 10:32:00 PM
From: SJS	Respond to of 24042

From all I've read tonight on this thread (posted news reports) and from other data points leads me to believe that the "today" fear of regulatory issues is waning, and the nice premium this deal currently has is compelling. I would, without saying it's investment advice, say YES, now and YES, through ETEK for added upside. I would buy 33% of your final position with money into ETEK, and 66% of the final position in the "mother" JDSU. That's how I would play it. Do what you feel comfortable with as you adjust those percentages. However, I would buy some JDSU in the equation so that in case the deal falls through, you don't get crushed in the exodus from ETEK. Remember, the only thing holding it up is that sweet 1.1 multiplier. Have fun. Steve