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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: pat mudge who wrote (1055)3/29/2000 2:46:00 AM
From: Glenn McDougall  Read Replies (2) of 3951
 
My bet is SDLI is off on the acquisition trail. Given the frantic pace of acquisitions in this space imo you either have to acquire or be acquired. I think the shakeout has begun. What is your take Pat? Odd that LU and CSCO have not been acquiring as fast as NT and JDSU. LU has had a few setbacks with the last Q and CSCO has been quiet since Perilli. ALA seems to be distracted with internal modifications to their business plan and the purchase of Newbridge.

Regards
Glenn
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