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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: pat mudge who wrote (1001)3/19/2000 8:14:00 PM
From: hospitalman  Read Replies (3) of 3951
 
Pat
Just finished reading a report by MSDW on Optical Netowrking dated 2/14/00. Seems like you've read everything but incase this escaped you, here are a few highlights.
First, other than a few references SDLI is noticeably absent. their top 5 picks are scmr, lu, jdsu, cien, and etek. they mention that sdli is focusing on product development in the high end submarine market. They state that sdli is aiming for >50% share of 980 pumps in 2000. they mention that sdli currently sells pump laser chips to jdsu but jdsu is beginning to use their own. they emphasize the need for all companies to sell packaged modules as opposed to separate components and in a chart comparing how each company does in this regard they give jdsu the highest score at 9 and sdli a 5.

For the market in general they predict optical network systems to grow from 3.1 billion 1999 to 17 billion 2003, (excluding SONET). SONET to grow from 7.7 billion 1999 to 17.2 billion 2003. Components to grow from 5 billion 1999 to 23 billion 2003.

Though they single out 5 companies for special emphasis it's interesting to note that they end their commentary by saying: "Who will win in optical components? For the next few years--everyone, we believe. the optical components industry is supply constrained. That means that any component produc er able to keep up with the rapid pace of new technology development should be a winner for the next couple of years."
Ken
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