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

To: pat mudge who wrote (3613)	12/7/2000 3:38:47 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 3951

I think we got about this close a few days ago, but I think this is it. I am just hoping......sdli could jump to 280 quickly on an announcement, if the election is settled and the gov numbers are good. bonds are predicting a very hard landing. this is good for us, perversely, because the fed will have to get aggressive. They are talking about asian deflation right now. AG may not realize how close this is to Oct 98.The bond market is betting we are almost there. The bears will get smashed in that scenario.

To: pat mudge who wrote (3613)	12/7/2000 4:19:34 PM
From: Joe Giorgianni	Read Replies (1) \| Respond to of 3951

Has the spread ever been this narrow since the merger was announced? I have Nov. 29 as the narrowest so far. Joe

To: pat mudge who wrote (3613)	12/11/2000 3:58:05 AM
From: DukeCrow	Read Replies (1) \| Respond to of 3951

From Erik Olbeter, analyst at Schwab Capital Markets (published the morning of December 8): There is considerable "buzz" in Washington that the Department of Justice (DOJ) is preparing to approve the JDS Uniphase (JDSU 67)¹ - SDL Inc. (SDLI 245)¹ merger in the "near future." Numerous sources suggest that the parties have agreed to divest JDSU's chip set plant in Zurich as a condition of merger approval. We have not heard discussion of any other conditions on the deal, but other conditions cannot be ruled out. The parties are in "the black hole" of the merger review process at DoJ, a time when almost no news escapes the department and assessments are difficult, at best. However, there are encouraging collateral signs. We have not seen the level of activity around DoJ that accompanies a legal challenge, such as the preparation of affidavits or extra lawyers being called to aid in the case. Additionally, the government affairs offices of JDS Uniphase's competitors do not show signs of the kind of activity we would expect if a legal challenge was being prepared. The two companies have scheduled respective shareholder's meetings on Dec. 27, 2000, to vote on the merger. When JDS Uniphase and ETEK Dynamics merged, they announced the shareholder's meeting after our, and other sources, confirmed that a deal had been struck. Some have suggested that the scheduling of the Dec. 27 shareholder meeting may be a sign that the companies believe merger approval is close at hand.