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.

Strategies & Market Trends : Options -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (7857)	5/24/2000 11:31:00 PM
From: Didi	Read Replies (1) \| Respond to of 8096

LONGonFIBER: Read his posts to me and judge for yourself. Who provokes who? How about your posts to him? But, Ed is right: "let's maintain substance on what is left of this serious thread." So much to be learned, gained and shared from options veterans. PAL, Mark, Rose, rudedog, steve, taxman, and other options veterans: are you out there? Please return. All newbies can use your help here. Regards, DISU

To: SecularBull who wrote (7857)	5/24/2000 11:54:00 PM
From: t2	Read Replies (1) \| Respond to of 8096

RE: SDLI versus JDSU. --and speculative options on JDSU There is one reason for JDSU's underperformance relative to SDLI. That is the DOJ. The uncertainty is what is hurting the stock right now. Approval of the merger would cause an explosive move in the stock even in a flat market. I am optimistic on an approval on the deal----I won't get into the reasons cited by JDSU/ETEK management. The recently hard line comments against WCOM along with this Airline deal (Microsoft case as well) may result in the JDSU/ETEK going through a little easier. Too much work to do. After all, DOJ just does not want to have the image of being anti-business. That image problem may result in a tendency to approve the deal if it is borderline case, IMHO. Very speculative June call options on JDSU might be one of the best plays out there. Since the shareholder vote (ETEK) is on June 28, I believe they expect a decision before that---hopefully it would during options expiration week. (20 days from the date the information requested by the DOJ is provided) Timing the buy will be tricky. I plan several buys on different days. It will be like buying lotteries if JDSU does not move up too much in the next week or so. I will probably start tomorrow. Approval of the deal will put JDSU in a different league, IMHO.