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

To: MileHigh who wrote (5634)	1/29/2000 5:41:00 PM
From: SJS	Read Replies (1) \| Respond to of 24042

True enough. However for me personally, I'll listen to anyone with cogent ideas on something that I may not see. After all, if we shut out those that differ in their opinions from the rest of us, we might miss some good ideas, or good opportunities. I've learned much about differing opinions on all topics by living in SI for about 4 years. This concept (which differs from YAHOO because of the fee paid here...) usually keeps out the non-serious, and lower-on-the-food-chain types. If you pay your dough (or were grandfathered like Pat, myself, and a bunch of other "originals"), I guess you've got something going on constructively upstairs..<G> Because most threads here are bullish, and those not seeing it that way are typically quasi-ostracized, let's be sure that we all have given it our best to understand the point of view of the dissenting opinion without hostility. JMHO. Steve

To: MileHigh who wrote (5634)	1/29/2000 6:42:00 PM
From: pat mudge	Read Replies (4) \| Respond to of 24042

don't attack the guy if you don't agree with him, just ignore him. It has been my experience that when threads do this they go down hill fast~ bickering, fighting, taking sides, cliques form, etc... Basically, I agree. However, there's a difference between disagreeing with someone's opinion and taking issue with his or her duplicity. Even so, any disagreement can be handled with courtesy and add to the strength of the thread. It's the week-end and I'd like to spark some discussion. Fiber optics as a sector is both the cause of disruptive change and the victim of those changes. Victim, in that growth is so explosive every company involved must make dramatic changes: acquire, merge, hire, expand, train, re-locate --- whatever it takes to meet customer demands. Not only must companies make these changes, they must plan for a future they can only faintly imagine. JDSU is in the center of this revolution. It's been bold in acquiring and expanding. And it's not over. Probably only begun. The Lucent announcement a few weeks back was a wake-up call. Their alarm clock may have gone off a bit late, but once a giant is awake, it's pretty certain it'll crack open the safe and start spending like there was no tomorrow to catch up. I would like to think JDSU will remain the leader. I'm probably one of the longest longs here and I'm not about to change. On the other hand, I'm not about to pull out my pom-poms and pretend the last touch-down's been won. There's been a lot of talk about SDLI being a merger or acquisition candidate. What will happen to JDSU (the stock) if/when the announcement is made? Will it depend on who the partner is? What if it's someone like Corning or Lucent or Alcatel? Will the combined strength throw fear into shareholders? I'm writing all this because I'm concerned. I also own SDLI and something tells me I'm going to be holding both ends of the stick. What do others think? Have you given it any thought? Admittedly, these are short-term concerns. Long term JDSU is not going to be threatened. I won't sell my core position --- not even temporarily. I just want to study the edge of the cliff to see what's there. For those who know the companies I mentioned, what are the synergies with SDLI and how would any combination affect JDSU? Pat