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

To: t2 who wrote (11266)	7/11/2000 1:19:04 PM
From: donv	Read Replies (1) \| Respond to of 24042

<,Lets see if the recovery on JDSU starts late this afternoon. >. I doubt it, I have been watching all day and each tick up is met with big blocks coming in to sell, their is major distribution going on IMO, I wish I was wrong as JDSU is my largest position, but I see dead $$$ at best for awhile. The only bounce we may get is any news that the deal may not happen, IMO the street feels this deal is way overpriced and is selling first,any defending of this deal hasn't been very strong and may just be a ploy to allow exiting positions, the volume today is huge again, not good on a down day. Hate to be negative but just calling it the way I see it, or as the market percieves it. donv

To: t2 who wrote (11266)	7/11/2000 1:52:52 PM
From: sam	Read Replies (1) \| Respond to of 24042

Seems to me that the deal was mutual. Clearly SDLI didn't need JDSU and probably wouldn't have needed a bigger fish for several years. Or possibly at all. They are VERY well positioned. And VERY well managed. So well managed, in fact, that the CEO probably realized that the landscape changes so fast -- perhaps too fast -- and that SDLI, as a relatively 'smaller' player (when compared to potential comp from NT, CSCO, Alcatel, LU) would be at some sort of a disadvantage when the next round of consolidation took place. As for JDSU, it probably didn't like the prospect of a SDLI enhanced GLW. Not at all. Such a company could have given JDSU a run for its money. A very serious run. All this said, I realize there appears to be some apprehension about this deal. SEC. Integration.... IMO that will pass. This deal is too good. And management of BOTH companies are some of the best we will come across.....