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To: techguerrilla who wrote (10545)	4/3/2000 5:35:00 AM
From: Jill	Read Replies (2) \| Respond to of 35685

John, Curious what you think of the government consulting corporations (including Apple) at the eleventh hour to see what they thought of MSFT's offer. Apparently Jobs and other companies thought MSFT's offer was "weak." MSFT notes this kind of "leaking" to other companies throws the govt's motives into questions as always about who the case is really for (i.e. is MSFT really harming consumers? Or is it harming other companies, so to speak). Also Posner made it clear in his thanks that it was the states, not DOJ and MSFT, that prevented settlement. He pointedly left the states out in his thank you, and there were already rumors that the states couldn't come to agreement and they were somewhat left out of the final process. Its true there will be short term volatility from this (stock went up on anticipation, stock will return down on disappointment) but this could be seen as a short term opportunity for entry points. I didn't play this great as I have a few extremely cheap OTM April calls I'll probably take a slight loss on tomorrow morning when I get out of them. Otherwise I have some 02 leaps and I think I'll just stay in them. The funny thing is the reporting keeps acknowleding that MSFT faces severe competition in the world of the internet, which is now dominating the industry as opposed to PCs. As for JDSU/ETEK it is fairly routine to seek documentation. However, depending on how the companies involved spin this, and because tech market will be jittery with MSFT news, and because this is a volatile market that uses any hint of news to go up or down, it may weaken tomorrow. I would think this weakness would be very short term (either intraday or just a few days) Again, if one is calm, can look at these specious selloffs (which are based not on fundamentals) as opportunities.

To: techguerrilla who wrote (10545)	4/3/2000 9:26:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 35685

re: Second, JDSU: The government does not regularly seek documentation of mergers. It appears to be under the serious impression that the merger is monopolistic. JDSU/ETEK now have a heavy cloud hanging over them. HEAVY. Government evaluation of mergers is not done with due speed I think you are worrying too much. G