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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Hank Stamper who wrote (264)	4/29/1999 1:16:00 AM
From: pass pass	Read Replies (1) \| Respond to of 24042

Cisco's CEO often says mergers of equals or large acquisitions are extremely difficult to manage. Does Uniphase have some special skill to handle this? Looking at recent examples: CPQ+DEC, NT+BAY.

To: Hank Stamper who wrote (264)	4/29/1999 1:47:00 PM
From: Drake	Read Replies (2) \| Respond to of 24042

David and pass pass, UNPH and JDS are a BLEND -- not just a merger, and when you add to this that UNPHs growth this last quarter was sequentially 26% greater in Internet and cable -- which is "where it's at" -- you'll begin to realize that their combined growth, imo, is going to be exponential. Dc