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To: 16yearcycle who wrote (81114)	9/21/2000 8:53:12 PM
From: Voltaire	Respond to of 152472

Yes my man, I think I have to agree with you, Thanks, Volts

To: 16yearcycle who wrote (81114)	9/21/2000 9:41:11 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 152472

re: Sdli told us they were nearly 100% certain the JDSU merger will close, and they are willing to accept whatever justice wants them to do, ie, to unload, in order to get the merger done: Did you follow the FON-WCOM non-merger? WCOM told justice they would unload all of FON except the wireless part. FON has nothing close to a monopoly in that area, and WCOM has nothing at all. But Justice and the Europeans still blocked it, for two reasons. First, they totally misunderstand how the market is changing. They displayed an amazing ignorance of the technologies involved. Second, they are responding to political pressure. The intensity of antitrust enforcement goes in and out of fashion, in waves, and it is now very much "in". In the current environment, I don't think any large merger is a sure thing.