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

To: bob zagorin who wrote (208)	2/16/2001 11:10:32 AM
From: pat mudge	Respond to of 3294

how does the NT drop affect JDSU's NT stock. i know they have to hold it for at least a year but were there any collars or parameters on the total # or was it just cut & dried? The only parameter I saw was the cash due if NT didn't meet purchase targets. NT's news is perhaps the largest heads-up to date that circuit switching is dead. Eventually, the broader market will recognize this means next generation vendors are more valuable than ever, but I fear that will take awhile. Right now you could be selling an all-optical switch at price points even AT&T could afford and your stock would be in jeopardy. Just my opinion, of course. When the air clears, the truth will out. Pat