If I can find the access number, I'll catch Tyco's conference call tomorrow.
Looking around for information, I stumbled across the CEO's 1998 letter to shareholders,including a comment on fiber optics growth. They don't advertise their vendors, so any connection to SDL is a combination of conjecture and reading between the lines at conferences.
tycoint.com
During the year, TSSL, the only vertically-integrated company in the undersea fiber optic telecommunications business, won 14 contracts, increased its market share and saw revenues rise by 30 percent. With the Internet growing at 200 percent per year and worldwide demand for phone, fax, video and data transmission also increasing at stunning rates, the need for undersea fiber optic telecommunications cable is enormous. The next great driver of cable demand should be Internet-based videoconferencing. With hundreds of patents pending for ways to increase bandwidth and improve service, we believe we can maintain our leadership position. TSSL ended the year with a backlog of approximately $2.0 billion, up from approximately $750 million at the end of fiscal 1997.
That's quite some backlog they've been working on for nearly a year.
As for SDL's strength today, I don't have a clue other than all the news coming out of Geneva.
Pat |
