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

To: FR1 who wrote (12045)	7/26/2000 6:30:24 PM
From: t2	Respond to of 24042

The huge discount is worth the risk but I would do this with only a small portion of my JDSU holding. (maybe a 75% JDSU---25% SDLI is a reasonable basis). Right now I am still at all JDSU but am looking to add SDLI as soon as i see it turn a little.

To: FR1 who wrote (12045)	7/26/2000 7:23:45 PM
From: Claude	Respond to of 24042

Franz, Others please chime in if this is off base but I think its safe to assume that one would not reap $124 as you mention. Remember, if the merger looks to happen, then JDSU's stock price will probably fall somewhat based on the premium being paid. With JDSU's stock price falling the gap lessens. We saw this when the deal first came out. Of course with today's earnings things are different now. hth Claude (rhymes with TOAD)