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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: pat mudge who wrote (3137)10/21/2000 11:02:38 PM
From: BDR  Read Replies (1) of 3951
 
<<Do you see the combined company going in this direction?>>

Ackerman seems to be saying that GLW is already there and that JDSU will have to add fiber to be complete but my impression is that GLW doesn't have the complete component product range to really offer total solutions. He implies that there is a competitive advantage to doing so, either because GLW can more efficiently integrate components and fiber if they make both or because the product that results performs better than one cobbled together from different sources. I have no idea whether that is the case or not.

If a vendor is going to get into the business of providing end-to-end fiberoptic solutions then they are going to be competing with their customers. But in this segment everybody seems to already be both a customer and a supplier for something.
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