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

To: t2 who wrote (11283)	7/12/2000 1:18:44 AM
From: powershred	Respond to of 24042

Thanks T..for all your posts...Lab..Mudge and you have been the constants... Whats with the noise?....it goes down because it "overpaid" and the DOJ may reject it...conversely...it "would" go up if the merger failed..so what the beef?...OVerpaying? relative to what...funny money buys another funny money....my youngbuck brain must be missing something... Wall st..is the one of the few places where a guy in a limo listens to the advice of someone who rides the subway to work!....Fund managers...right!..if they are so brilliant..why not run a billion buck company? Cheers...good luck to all longs....added more today...and more later till december!

To: t2 who wrote (11283)	7/12/2000 2:51:20 AM
From: Nikole Wollerstein	Read Replies (2) \| Respond to of 24042

SDLI/JDSU crase spilling to UNP? What do you think? "...Union Pacific has 33,000 miles of rights-of-way along its vast railroad lines and 1,400 wireless towers. This gives it the potential to create massive fiber-optic and wireless networks to rival those being built by Qwest Communications International, Global Crossing....bla-bla bla. ...

To: t2 who wrote (11283)	7/12/2000 9:26:42 AM
From: Jill	Read Replies (1) \| Respond to of 24042

t2, I agree w/ everything in your post. Have owned JDSU commonf or a while and very happy with this deal, for long-term. I'm wondering what/if Corning will do now. Had bought some calls on weakness/selloff.

To: t2 who wrote (11283)	7/13/2000 12:54:36 AM
From: Leeza Rodriguez	Respond to of 24042

PE ratios and PSR ratios in the marketplace are historically a function of operating margins, so you must be careful not to lump companies operating in the same space together as they often times have VERY diff biz models. Which leads me to the next Q: --Why would Corning be a screaming buy here? Don't get me wrong, I think fibre optics is sliced bread, BUT the company has a trailing PSR=16 with OPERATING margins of 10% and NET margins of 6%. Unless Corning's biz model has a MUCH higher target operating margin in it's crystal ball, buying at this market cap seems risky. Can anybody comment on the forward looking biz model? thanks, leeza rodriguez