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

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To: Sambo who wrote (2791)	9/14/2000 7:50:08 PM
From: pat mudge	Read Replies (1) of 3951

Lightreading has an interview with Cisco's Carl Russo: lightreading.com His comments on owning components' makers may be right for Cisco, but his understanding of product cycles is considerably off, nor does he account for the advantages of being a market leader and locking in follow-on business. If we were living in a world of rough stasis, where technology wasn’t changing very much, you could say that there’s not very much risk to owning component manufacturing facilities. But the truth is that optical components are being obsoleted every half minute. Why would you want to buy a component vendor just so you could guarantee yourself a source of supply of a component that’s obsolete three weeks later? I'm not sure if his definition of the metro market is the same as mine. I thought metro lagged the core. Perhaps by "metro" he means enterprise. I think the issue is that these two spaces are at different stages. The metropolitan space is going right now. The core space is just getting started -- it’s just beginning its topology shift from rings towards mesh networks. I heard Russo speak at Opticon a few months ago and whatever else you can say about him, he's definitely an entertainer. Pat

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