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Technology Stocks : SDLI
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To: w2j2 who wrote (78)4/20/1997 11:43:00 AM
From: Scott C Gottlieb   of 297
 
People who I have spoken with in the laser diode industry say that SDL has yield problems that are too expensive and time consuming to overcome and still remain competitive in this sector. I like the high power semiconductor laser industry for it's huge growth potential. I have owned SDLI in the past but I have now taken a large position in their competitor Semiconductor Laser International (SLIC). SLIC recently completed production of a state of the art plant. They are pirating SDL's customers. From where I sit SLIC has much greater potential to capture the market. Demand for high power lasers is great and I hope that all of you who hold SDL make money on your investment, but I think SDL's production problems are more a symptom of outdated technology than managerial problems.
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