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Technology Stocks : SLIC Semiconductor Laser Intl.
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To: Scott C Gottlieb who wrote (48)4/19/1997 11:26:00 AM
From: Scott C Gottlieb   of 174
 
Message #46 was cut off. I'll try and copy it again from the Motley Fool:
ubj: Re: SDL Sucking wind
Date: Fri, 18 Apr 1997 18:20:06 EST
From: CountDcash
Message-ID: <19970418222000.SAA02292@ladder01.news.aol.com>

I agree, and believe that SLIC is poised to emerge as the industry leader for laser diodes. Ofcouse SLIC will be available to pick up the slack left by SDLI. I believe we'll begin to hear news about substantial orders some time in May. SLIC and their customers have known for quite some time that SDLI can't fill orders. SLIC has been cultivating the market for the past year. Once larger orders are announced ($300,000 on up) that should prove
that SLIC has moved from a crawl to a walk. Thereafter if customer satisfaction remains high, we should see the company build some momentum in the laser diode industry. I've said all along that SDL has yield problems that can not be solved with their current technology. SLIC was created with the idea that an improved production process could give them a guaranteed share of the market. SDL simply can not and will not meet customer demands in the
forseeable future. With any sort of luck all of this will eventually result in good revenues for SLIC and an accompanying rise in the stock price.
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