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

To: Tulvio Durand who wrote (15630)	12/29/2000 1:49:36 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 24042

do you suppose that there is some thought of undoing the union or, at least, modifying the acquisition formula to make the deal less expensive to JDSU The deal is less "expensive" than the 41BB headline number. But then again, JDSU is paying with a cheaper currency. In fact, the price is the same, since it's stock-based. However, the cash kickbacks to Scifres of 75 mil and some decent bucks to other SDLI execs are relatively more expensive, but still pretty small in light of the total value of the deal (measured in depreciated stock value). If anything, I think the concerns raised by DBAB about demand for passives underscores the need for JDSU to remain on the forefront of actives. Which makes SDLI a good fit, IMHO.

To: Tulvio Durand who wrote (15630)	12/29/2000 2:33:32 PM
From: pat mudge	Respond to of 24042

Now that some of the sheen has come off this industry, do you suppose that there is some thought of undoing the union or, at least, modifying the acquisition formula to make the deal less expensive to JDSU? Is the one month postponement of the companies' meetings in any way connected to this? Absolutely not. I think the back-out fee is something like a billion dollars. Pat