SDL, Inc. [Nasdaq: SDLI] Message Board

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

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To: pat mudge who wrote (3298)	10/25/2000 9:40:12 PM
From: Ben Wa	of 3951

Josef - you are praying to Lieberman? gimme a break! I think this may be the first time in my life I have ever seen a stock down 82 points in a day. - any stock. I recall meeting with the tech analyst of Sanford Bernstein months ago and he said that he thought the supply demand imbalance of optical components would be in balance in '01, first half. He said that in January of this year. Clearly, the group was rocketing at that time, but he may have been uncannily correct. Double and triple ordering, so everybody increases capacity, then it gets a little easier to get your orders filled, etc. JDSU at least had the wisdom to see this coming and whereas JDSU was a beneficiary of outsourcing manufacturing, now JDSU is thinking about the fixed costs of manufacturing and is doing a bit of passing the potato to others. Isn't it great to live in China?

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