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To: mike machi who wrote (231)	5/17/2000 12:14:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

I will. I think Gene knows it well.

To: mike machi who wrote (231)	5/17/2000 12:36:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

SDLI is wonderful, but I am really stumped by the current valuation distortion vs. JDSU. A review of the numbers shows the jdsu is clearly growing faster, yet selling at a multiple of about 1/4 less than SDLI. Amazingly, JDSU's internal growth rate exceeds SDLI's overall rate. I am assuming, and it is just a wag, that the etek merger is the over hang keeping jdsu's peg lower than some of its peers. I don't want any of this to come off as a criticism of sdli. I won't be surprised for it to be one of the best performing stocks over the next 5 years. But I guess I'd pick jdsu over sdli at this moment. I don't know that I would compare SCMR to either sdli or jdsu.