SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Wyätt Gwyön who wrote (2376)7/26/2000 12:16:05 AM
From: pat mudge  Read Replies (1) of 3951
 
From WSJ, on Alcatel:
interactive.wsj.com@6.cgi?mfmuse/text/wsjie/data/SB964555837997666669.djm/&NVP=&template=atlas-srch-searchrecent-nf.tmpl&form=atlas-srch-searchrecent-nf.html&from-and=AND&to-and=AND&sort=Article-Doc-Date+desc&qand=&bool_query=sdli&dbname=%26name1%3Ddbname%26name2%3Ddbname%26name3%3Ddbname%26period%3D%3A720&location=article&HI=

. . .Of particular excitement is the company's submarine wave division multiplexing business, which makes the gear that separates light waves to allow more information down a single fiber-optic cable. Other companies, such as Nortel and Lucent, dominate the terrestrial market; Alcatel has the undersea market. The company has a more-than 50% share in what isn't a well-understood business. Most investors are focused on the terrestrial market and don't realize how sizable Alcatel's market segment is, and underestimate the pace of growth in that market. The world-wide market for submarine cables is around $5 billion currently and could grow to $12 billion in two years.

Analysts estimate Alcatel's undersea cable business could bring in around 2.5 billion euros ($2.33 billion) in sales in a couple of years, that could be as high as five billion euros to six billion euros ($4.66 billion to 5.60 billion) as the market continues to grow. And the operating margins in the business are more than double the company's average operating margin of around 7.2%.
. . .

Pat
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News