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

To: SJS who wrote (11274)	7/11/2000 3:49:37 PM
From: Tecinvestor	Read Replies (1) \| Respond to of 24042

SJS, can't fault your logic. However, for me, it's a matter of timing. I'd rather wait a bit and see what happens this week and maybe next. We're going to get whipsawed pretty good by the arbs on this one. The arbs will clean up. There's a possibility we can, also. I moved in and out of ETEK based upon conflicting rumors that that deal would, or would not, be consummated. Most memorably, I sold some JDSU and bought ETEK a few weeks before that deal was approved when the spread was nearly $60 (a spread that had been artificially created based upon some misleading news that the deal might not go through) and watched that gap evaporate in a matter of days. IMHO, you will see the same thing happen here. Tec.

To: SJS who wrote (11274)	7/11/2000 5:36:56 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 24042

As an SDLI shareholder, I'm kind of disappointed that the premium was only 50%. After all, even with that premium, JDSU said the acquisition will be accretive. I think they should have paid a 100% premium so that it would be a little dilutive <ggg>. Once people figure out how kick-ass SDLI is, I think they will realize JDSU is getting a good deal and the stock will start to move again. I guess even JDSU agreed with my original thesis about SDLI being relatively undervalued, and deserving to have at least 1/3 the market cap of JDSU> Message 13804625