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

To: Boplicity who wrote (12305)	8/12/2000 1:23:57 PM
From: pat mudge	Read Replies (2) \| Respond to of 24042

, money is not only being spread around in the already listed companies, it is being spread by increase in IPO's, you can bet money is also being moved at the venture capital level in an increasing fashion, so the optical IPO's will only continue. So, there is competition for optical investing dollars. I agree but would argue that anyone investing in pre-IPO optical companies, myself included, will not divest their public companies to do so. I'd dump just about anything before SDLI --- and have. :) As for the start-ups threatening SDL's (and JDSU's) market share, I'm quite certain they'll snap up anything they need before it becomes a threat. I don't think the DOJ is concerned with the smaller acquisitions. And, in fact, could be why companies are being taken out so early. With hot money chasing hot money, Lucent is at a huge disadvantage right now. Look at Central Europe compared to Western Europe in the early 20s for an example of disparity. I'm wondering if LU can stem the tide or if the gulf between them and the competition will continue to widen. Pat