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

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To: pat mudge who wrote (2968)10/17/2000 11:13:43 PM
From: DukeCrow  Read Replies (2) of 3951
 
component shortage still a challenge to the extend the co. may begin stockpiling. . .

That stockpiling comment is troubling to me. Isn't that like channel stuffing? I know it's not the fault of the component players, but down the line there may be a slowdown as that stockpile is worked through.

Just a thought even though it may not be likely.

Ali
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