Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pat mudge who wrote (539)	3/4/2001 6:26:34 PM
From: bob zagorin	Read Replies (1) \| Respond to of 3294

I agree Pat, a lawsuit would be a lose-lose deal. I could seem NT and JDSU mgt. arriving at some kind of mutually acceptable adjustment. also, I'm a little skeptical about buying LU's fiber division as my sense is that there's plenty of fiber in the ground. The real growth areas are the bottleneck where electronic data coming out of corporate and local networks is trying to get onto the fiber backbone. I'd appreciate your comments.

To: pat mudge who wrote (539)	3/4/2001 7:27:06 PM
From: bafi403	Read Replies (1) \| Respond to of 3294

This kind of news may mark the beginning of a change in the valuation malaise that we have been experiencing recently. from CBS MarketWatch. 7:26AM Amazon talking to Wal-Mart (US:AMZN, US:WMT) by Bernard Hickey The world's biggest online retailer Amazon (US:AMZN) is in secret strategic alliance talks with Wal-Mart (US:WMT), the world's biggest 'bricks and mortar' retailer, Britain's Sunday Times newspaper reported. Citing an unnamed executive close to the talks, the newspaper said the two groups were hammering out the details of an agreement that could be reached in six weeks. The newspaper did not say how the deal would be structured or whether Wal-Mart would inject cash into the online retailer, which is struggling to make profits because of low margins and high debts. The newspaper said the deal would be a relief for Amazon's founder Jeff Bezos. "Jeff wants to build the biggest, best multi-category online retailer in the world," the unnamed executive was quoted as saying. "He has the technical expertise, but not the sales, the customers or the money any more. Wal-Mart has the sales, the expertise and the money, but it doesn't have the strong online presence," the executive said. "It's a net fit, but not one that will be easy to pull off," the executive said. FRIDAY, MARCH 2, 2001