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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]

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To: Martin A. Haas, Jr. who wrote (599)	11/30/1999 1:16:00 PM
From: Frost Byte	of 3951

Report on possible SDLI acquisition by JDSU: Goepel McDermid Inc. (Emil Savov (604) 659-8255) JDSU Does a Merger with SDL Make Sense? In response to investor inquiries, we have assessed the possibility of JDSU acquiring SDL Inc. (SDLI-Q). Our analysis is not intended to fuel merger speculation but merely to examine the facts. We believe that there could be a good fit between JDSU and SDL from a market perspective. Even though there is some overlap in the product lines, particularly in active devices, there are several attractive technologies and options that such an acquisition could provide to JDSU: * Good pump laser technology. In some respects SDL leads the market, particularly in output power.* Strong penetration of submarine markets. * SDL appears to have the lead so far (at least judging from public announcements) in Raman amplification, which is a promising new technology for optical amplification that would allow ultra-long transmission spans. * Additional device packaging capabilities that JDSU needs. * From a strategic point of view, it would deny E-Tek the opportunity to merge with SDL and create an integrated supplier that could rival JDSU.

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