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

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To: pat mudge who wrote (2933)	10/10/2000 12:46:25 PM
From: OWN STOCK	Read Replies (2) of 3951

All: Muddy firsthand evidence of Telecom spending: AT&T Broadband (check the name) is digging up the street next to my house, installing fiber in massive orange colored rolls...they now own TCI cable. It's raining cats and dogs today in SiVal...muddy out there with all the digging. So the move is to broadband services, and telecom companies without the bandwidth will just plain die. Bandwidth takes hardware, and a lot of it. Hardware is not free. Component ASPs are dropping a tiny bit not due to lack of sales, but because of it....called the learning curve...aka volume discounts. So revenues and margins of optical component makers will increase for sure....you can bank on it. Does this mean the optical component stocks will rise? Who can say, but it should...if oil does not kill the market as a whole... So the message is there is a sea change coming in Telecom....some of the old players will not survive it...that will make the market nervous as hexx...watching dinosaurs die makes some small mammals run for cover...others will rush in and get a bite of fresh meat! Where are you in the food chain? Long JDSU/SDL! -Own

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