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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: pat mudge who wrote (1227)4/29/2000 3:02:00 PM
From: BDR  Read Replies (1) of 3951
 
Pat- OT topic as far as SDLI goes but on topic regarding the marketplace. Looking through the GLW Annual report I see that they do break out optical fiber and photonic component revenues.

Photonics:
The photonic technologies business, which manufactures photonic modules and
components primarily for the optical amplification market, realized strong
volume gains throughout 1999 led by new product sales. Sales in this business
increased 70% in 1999 to approximately $410 million compared to 1998 sales of
approximately $240 million.

Comparison:$410 million v. JDSU revenue for the last four quarters of close to $1 billion and and $230 million for SDLI.

Optical fiber:
Sales in the optical fiber and cable business in 1999 increased 45% over 1998 to
approximately $1.7 billion.

Comment: Do you know of anyone with a bigger chunk of the fiber and cable market?
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