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

To: Wyätt Gwyön who wrote (11537)	7/20/2000 2:15:47 AM
From: djia101362	Read Replies (1) \| Respond to of 24042

No Mucho, you're the one that doesn't know what he's talking about. You keep trying to tell everyone on this board how great SDLI is but we already know it's a great company but it's current price tag of $414 is clearly inflated and only because it's attached to JDSU. Without the merger news, SDLI would likely be about $325 today and I don't think tomorrow's earnings would have done a whole lot to change that. Just look at GLW, I doubt that SDLI earnings will be any better than GLW, and GLW was not able to hold the gains trading at its modest P/E of under 100 times forward 12 mos. earnings. You're living in some fantasy land where SDLI should be priced at $500 and the only way it gets there is attached to JDSU. Winston has said it, I have said it, and others have said it, if the mergers fails, SDLI falls like a rock. The higher JDSU goes, the more SDLI will fall if it happens. It's mind boggling how anyone could think SDLI would go up on news of a failed merger. And it's even more ridiculous to think GLW would come back w/ a $60B buyout. For your sake and every other SDLI shareholder, I hope this merger goes through but right now with the S&P news, JDSU is pulling the sled on its own and SDLI is just along for the ride. SDLI's overbloated $400 price tag already reflects the rosiest earnings report it could possibly have tomorrow. The name of the game is to make money and right now SDLI is inhibiting JDSU shareholders from making the money they deserve. You have obviously fallen in love w/ SDLI and cannot see clearly. I don't love JDSU, I see it as the best stock that I can make money in right now. If that were to change, I have no problem selling it and moving on.