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

To: t2 who wrote (11545)	7/20/2000 9:32:31 AM
From: Victor Lazlo	Respond to of 24042

t2 thanks for the insights. the bigger mkt cap is huge; that would only fuel the rocket even more, eh. Victor

To: t2 who wrote (11545)	7/20/2000 1:09:38 PM
From: gingersreisse	Respond to of 24042

The JDSU for RAD swap has the potential to be highly disruptive for the index, given the huge rebalancing effort. RAD had a cap of $10bn a few months ago, now down around $1.7 bn. I'd bet most managers underweighted it, or were out of it entirely. Rebalancing to include a $100bn cap would be a problem in the best of times, more as you count SDLI, even more when you consider the underweighting in RAD means the other 499 make a healthy contribution. You can't ignore a JDSU, have to deal with it. Oh, and this is options expiration week, too, if you need a reason for turbulence. Hang on, fasten seat belts. GSR