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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: djia101362 who wrote (11193)	7/10/2000 1:05:26 PM
From: Labrador	Respond to of 24042

>>SDLI is now linked to JDSU stock price and therefore the probable blowout quarter that SDLI will be reporting may do nothing for the stock price of both companies.<< They both will account for the current price. The blowout earnings of SDLI will bolster the price of JDSU. They're intertwined.

To: djia101362 who wrote (11193)	7/10/2000 1:09:55 PM
From: hospitalman	Read Replies (1) \| Respond to of 24042

<SDLI is now linked to JDSU stock price and therefore the probable blowout quarter that SDLI will be reporting may do nothing for the stock price of both companies.> I disagree. According to the CC this morning, jdsu, sdli, and etek will all have blowout numbers. Once people start to calculate administrative and manufacturing efficiencies from this deal, on top of blowout standalone numbers, the runup will commence. IMO, the risk issue here is Justice approval. Ken

To: djia101362 who wrote (11193)	7/10/2000 1:37:20 PM
From: sam	Respond to of 24042

SDLI sold a heck of a lot of product to JDSU. So those specific products will now be used in house. One major reason why the deal will likely be approved imo. Though there is some product overlap, there is also some very, very nice 'horizontal' integration that will indeed lead to both higher profit margins AND lower prices for JDSU customers.

To: djia101362 who wrote (11193)	7/10/2000 3:11:19 PM
From: David C. Burns	Respond to of 24042

Given the time frame the ETEK merger took to complete (about 6 mos), it's likely the SDLI merger will probably take about the same amount of time. I don't the completion of the ETEK merger has any bearing on any anti-trust concerns that may arise. This merger will be looked at under a separate microscope and I do expect it to go through. I seem to recall at the time some assertions that the first large merger in an industry sector got closer scrutiny by DOJ because they had to start essentially from ground zero. If so, perhaps SDL will go faster.