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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: djia101362 who wrote (2347)	7/24/2000 10:12:42 PM
From: t2	Read Replies (1) \| Respond to of 3951

I won't hesistate to flip back into JDSU if the discount shrinks back to 15%. I would think the discount will narrow to 15% shortly within a week or two. I can't believe it is at 21% either but the possibility was there due to the S and P 500 news. I remember ETEK traded at such discounts when the DOJ's request for more information was made. However, if JDSU stock settles around 140 to 150 in the coming weeks, it could stay closer to the 20% (maybe getting as low as 17%). If JDSU was to drop back to about 120, I would think it gets to 15% or better in a hurry. I am planning to get SDLI shares soon. Just did not get around to it today. Too busy trying to figure out what was happening with Corning and Nortel. IMHO, the "risk" of owning SDLI is priced in. I don't plan to buy JDSU alone in the near term and might do trading on both stocks ---buying more SDLI as I have none right now. Statistically, i think the odds are that SDLI shareholders will get a better expected return after pricing in the risks (probabilities of the deal), IMHO. BTW---Could it be that the index funds are now getting into the market? Maybe they did not buy much last week and that explains the change in the discount.