Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Claude who wrote (6045)	2/6/2000 4:15:00 PM
From: steve mamus	Respond to of 24042

If thats the case the spread seems small to me. Steve

To: Claude who wrote (6045)	2/6/2000 5:05:00 PM
From: t2	Read Replies (1) \| Respond to of 24042

I might actually buy ETEK because i believe the shares of this stock would have gone up even if JDSU had NOT acquired it. Just look to others stocks in the industry, like SDLI. Therefore, the risk is minimal if one looks at it with a 1 1/2 year time horizon. IF the JDSU deal does not go through and SDLI shares continue to go up in value, I think a SDLI/ETEK or a GLW/ETEK deal would be inevitable (there could be other combinations). I would measure risk on the ETEK/JDSU not going through with all of the above factors in mind. IMHO, ETEK right now is a great value. Again, i would stress only if one's time horizon is about 1 1/2 years. Conversely, if i don't buy ETEK now, i would be one of the first to jump in to ETEK if the JDSU deal for reason odd reason did not go through. I believe there would be many others who would have the same plans resulting in a cushion for the stock. Having thought about the above, I think the odds of a deal are pretty good. IMHO, ETEK is a good buy.