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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: jay silberman who wrote (195)4/17/1999 10:04:00 AM
From: pat mudge  Read Replies (1) of 3951
 
Why do you think SDLI is going up, when UNPH ETEK (and everything else hi tech, for that matter) is going down? Is it the Corning contract? Runup before earnings? Sun spots?


Someone pointed out that the valuations of all three are more closely aligned now than earlier. Investors are getting smarter. I also think the Corning contract made a big impact and with earnings coming up on the 27th and ETEK and JDS both as strong as they are, it's pretty clear where the industry's headed. SDLI owns the 980 nm pump market so every time you read about another fiber optic link being put in, they're most likely involved. They're not as well known on Wall Street as Uniphase, but they're well-known and highly respected within the industry.

Pat
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