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

To: Kent Rattey who wrote (2376)	9/4/2001 12:25:47 AM
From: marginnayan	Read Replies (1) \| Respond to of 3294

. BTW, a fund just scooped up 10% of the stock, which is why they had to adopt a Stockholder Rights Plan May I ask which mutual fund company was that. Is it First hand funds? Is there a possibility that they could get acquired ? Or they have that p. pill set up? Thanks.

To: Kent Rattey who wrote (2376)	9/4/2001 2:33:12 AM
From: pat mudge	Read Replies (3) \| Respond to of 3294

Kent -- Thanks for your thorough response. You certainly follow AVNX closely and I hope you're right on your assessment. Here's the part about CMI I thought interesting: Under the agreement with CMI, we have granted licenses to CMI to make in China and the United States, and to use and sell worldwide, certain licensed subcomponents. We also granted them a license to use some of our technical information and manufacturing process know-how in China and the United States. These licenses are exclusive in China and non-exclusive elsewhere. As a result, CMI can manufacture and sell certain optical subcomponents based on our technology to third parties, including our potential competitors. Furthermore, unless the license is terminated, we cannot use additional manufacturers to produce these subcomponents in China, which means that we cannot use any other outsourced manufacturers in China for these subcomponents. We are currently considering entering into agreements with outsourced manufacturers, other than CMI, in China. Our ability to make use of these outsourced manufacturers may depend upon our ability to terminate, or modify, our agreement with CMI, which we may not be able to do on terms favorable to us. Pat