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Gold/Mining/Energy : JDS Fitel -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Kelly who wrote (714)	2/5/1999 2:08:00 PM
From: reg	Read Replies (5) \| Respond to of 815

I think JDS shareholder's may get hosed on this deal. Reason why? The Canadian dollar is the wild card. If the C$ goes to .80 and UNPH goes to 100 that means JDS holders will have a security valued at about $62 Canadian. Not much of a gain! Hard to believe management would not have a clause in the deal prorating the share ratio to the C$ If our dollar were to back to par they would have stolen JDS.

To: Thomas Kelly who wrote (714)	2/5/1999 2:13:00 PM
From: Stew	Respond to of 815

I GUESS not!!!!!

To: Thomas Kelly who wrote (714)	2/7/1999 10:03:00 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 815

Hi Thomas, Are the projections for JDS/UNPH? Do you have a URL? I'm curious because I'm a US investor and just went long UNPH on NASDAQ because I think so highly of Josef Strauss. And 100 physics Ph.Ds at UNPH ain't bad either. Best, Ray

To: Thomas Kelly who wrote (714)	2/8/1999 3:42:00 PM
From: Hank Stamper	Read Replies (2) \| Respond to of 815

Here is a link to Jubak's Journal. It's an article about investing in the post-PC phase of the silicon age. moneycentral.msn.com In the article, he wrote that the word internet is shorthand for the explosion in data and voice transmission over wire, fiber optics, and radio waves. Reading the article helped me crystalise a question that had been floating around in my mind: It costs nothing to transmit data via wireless. I.e., once a bit is in the 'ether' it rides for free. But, bits sent over copper or FO have to 'rent space' on the line. So, I can't figure out what role FO will play in the future, when wireless bit transmission is better developed. Can anyone help me with this one? Thanks in advance, David Todtman