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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]

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To: Curtis E. Bemis who wrote (2642)	8/25/2000 4:40:56 PM
From: pat mudge	Read Replies (2) of 3951

Curtis -- I don't own or follow SCMR, either, but I do follow conference calls to pick up clues on the industry as a whole. I agree one-trick ponies are a gamble, especially when the outcome depends on carriers. It's also good to keep in mind that many of these early-stage companies are buying customers through warrants and stock options, making their relationships tenuous at best. Williams is right up there at the top with its greedy hand in the IPO cookie jar. (Big issue with their networking guy, somebody Bass, I believe.) The big question is: when does the piper have to be paid???? :) Pat

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