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: SJS who wrote (10333)	5/20/2000 6:05:00 PM
From: t2	Respond to of 24042

I think the JDSU/ETEK deal is close to a sure thing. My reasoning is that the DOJ is giving a hard time to companies like WCOM and possibly even AOL/Time Warner. These companies own the pipes and that is what concerns the DOJ. JDSU/ETEK are suppliers of components. If they raise prices, NT or Lucent will go elsewhere--Corning Or increase their in house production to reduce reliance on outsourcing. The biggest factor in getting an approval may just be the DOJ's short term track record against big deals (and big companies like MSFT). They may appear to be too much of anti-business force if they object to this deal. If consumers are to benefit, it will be hard to justify an opposition to this deal. If WCOM had received approval, it would have increased the odds against JDSU/ETEK going through. After all, they want to appear to be pro-consumer. It could turn out to be that simple.<g>