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Technology Stocks : UNPH _ Uniphase -- Ignore unavailable to you. Want to Upgrade?

To: mariner who wrote (1050)	1/27/1999 5:32:00 PM
From: Bulldozer	Read Replies (2) \| Respond to of 1261

JDS is an excellent company and actually has relatively little overlap with UNPH. They sell mostly passive products vs. UNPH's active products. The senior mgmt of both companies are friends and highly respect each other. They have talked in the past of combining the firms. I believe it would be considerably accretive. One prob - a Japanese holding company owns a significant portion of JDS (the Fitel part relates to them). The Japanese have no interest in selling. Both companies retain some of the smartest optical scientists and engineers in the world and have huge growth in front of them. Bulldozer

To: mariner who wrote (1050)	1/27/1999 8:12:00 PM
From: Don S.Boller	Respond to of 1261

BOTH STOCKS ARE IN GEORGE GILDERS LIST OF ................... "Ascendant Technology" (plays). Don

To: mariner who wrote (1050)	1/29/1999 3:27:00 AM
From: IngotWeTrust	Read Replies (2) \| Respond to of 1261

Seems like your inside info is infinitely superior to the rest of us smucks on this thread who've been in this stock for a couple of years, and bought back in the 20's and 30's pre-split, when Kevin Kalkhoven was "Kevin WHO???"... Your post on this Canadian Insider Thread should bring back warm memories...http://www.exchange2000.com/~wsapi/investor/reply-5989379 Why don't you just start a newsletter. I'll betcha 1/2 this thread will sign up. And don't say you just do good DD...I don't buy it. Guess we'll just start following you around to see what else you are into and when you post dumb blonde "fishing" type posts. But then what else are we to expect from a Naval dude, BUT a fishing expedition. Your Investment Strategy is "Buy and Hold" you say... You have "Limited Trading Experience" With sources like yours, you're gonna not need to buy and hold!!! What's the skinny on NN for example. Any mergers there in the works?? And is Tundra only going public so that PMC-Sierra can pluck them prior to oh....what, do we have to wait like...30 days...or is this another 48 hour killing deal o'yours...(after the IPO of course) Grrrr! O/49r O/49r