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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: Baton who wrote (13)	2/12/2001 11:14:39 AM
From: pat mudge	Respond to of 3294

Thanks for the comments on FLEX. I've put it on my watch screen. Here's to hoping this new thread marks a bottom and a new long upward trend for JDSU/SDLI! Isn't today the official shareholder approval day? Yes, today's the day. I've heard we should get combined guidance anywhere from mid to late week. But not today. My question is: can SDL's higher growth and higher margins --- b/c of focusing on actives --- compensate for the revenues lost from the Zurich operations. If not, I wonder if analysts have already factored this in. I'm a little nervous. But then I often am. :) Pat

To: Baton who wrote (13)	2/12/2001 11:38:08 AM
From: pat mudge	Read Replies (2) \| Respond to of 3294

Miscellaneous news: Australia’s 3G auctions: totaltele.com Motorola layoffs include communications [What happened????????]: totaltele.com Nortel gets SAN contract: lightreading.com Vitesse expands optoelectronic products: lightreading.com [Incidentally, SDL will bring out more new products at OFC than ever before in the co’s history.] First fiber to the home, in South Carolina: news.morningstar.com Source for researching businesses in Asia: business-in-asia.com Financial Times article on Josef Straus, dated 2/9/01 news.ft.com [I knew he was an immigrant, but didn’t know he was Czech:] The revolutionary ways of JDS Uniphase's CEOBy Jeff PruzanPublished: February 6 2001 18:11GMT \| Last Updated: February 7 2001 19:10GMT In a little less than 20 years, Jozef Straus, who fled from behind the Iron Curtain in 1968, has gone from being co-founder of a small Canadian communications technology group to heading JDS Uniphase - slated to become the world's biggest fibre-optics components group. Mr Straus, who grew up in post-war Czechoslovakia, is rarely seen in public without the black beret he wears for good luck. The hat seems to be working. On Tuesday the US Justice Department approved JDS Uniphase's $17.7bn purchase of its rival SDL. . . .