Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (26053)	7/20/2000 10:56:47 AM
From: Murrey Walker	Read Replies (1) \| Respond to of 35685

<SDLI reports today, blows out numbers, JDSU goes up.> <ETEK reports Mon, blows out numbers, JDSU goes up.> <JDSU reports next Wed, blows out numbers, JDSU goes up.> RR.. didn't JDSU's CFO allude to great numbers during the conference announcing the SDLI deal?

To: RR who wrote (26053)	7/20/2000 3:27:57 PM
From: Nichols	Read Replies (2) \| Respond to of 35685

RR- Short term, JDSU looks great. Next 6 trading days should be intersting. With the SDLI deal, long term looks even better. Of course, SDLI hurting JDSU's price a bit right now, but for us LTB&H, we will look back on this past year, shake our heads when we realize the Uniphase, ETEK and SDLI, the 2nd, 3rd and 4th largest competitors were swallowd up in such a short period. We will look back and tell ourselves how obvious it should have been to spot this 800 pound Gorilla in the making. Is there a "safer" investment out there (besides storage-EMC/NTAP perhaps) for the next 5 years for upside potential with limited downside risk? Anyone?