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To: tekboy who wrote (27222)	7/3/2000 10:56:50 AM
From: Eric L	Respond to of 54805

Re: JDSU Good article called "JDS Uniphase Merger with E-Tek Closes" from EE Times here: eetimes.com The merger between JDS Uniphase and E-Tek Dynamics Inc. closed Friday (June 30), capping the largest deal to date in the optical components market. * OT * Go JDSU! * EOT * - Eric -

To: tekboy who wrote (27222)	7/3/2000 1:38:04 PM
From: Bruce Brown	Respond to of 54805

RE: tekboy/Ares@plus,heoftenwearsacodpieceandamerkin.com The most dates I ever had a chance of having was during a production of Gounod's Faust in 1989. I was given an excellent wig, goatee, tights and a cod piece large enough to draw the antention of 70 chorus members when I jumped up on a cask of wine and sang my little song. My future wife was a member of that chorus and quickly defended her territory informing all members of the chorus (male and female) that what they were seeing was not the 'real' me. <ggg> We arrived safely in San Francisco last night and it's good to be back on 'home soil' for a couple of months. All the best to each and every one of you as we celebrate the 4th. I did my part by spending 4 hours in London yesterday reminding all I encountered. <ggg> BB

To: tekboy who wrote (27222)	9/21/2000 11:11:04 AM
From: Eric L	Respond to of 54805

Tek, << re: NTAP: gorilla ... not really >> Good links to BB's Fool musings, especially as they relate to Brocade. There is not a lot of detail provided to make the case that NTAP is a gorilla, but I am certainly not ruling it out, and I am sure that DS will continue to develop that case. I would certainly like to see a case advanced for JDSU as well, but I myself lack sufficient knowledge of that industry to do so. This quote of BB's (and other references to the Cisco case) are important, IMO: "study of the router game which Cisco won with their IOS becoming the de facto standard would be the best comparitive analysis to date." - Eric -