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Technology Stocks : Agilent Technologies (A) -- Ignore unavailable to you. Want to Upgrade?

To: cardcounter who wrote (7)	10/21/1999 4:32:00 PM
From: Jason M	Respond to of 620

Since Agilent is going to be primarily a Test and Measurement Company it's competitors are going to range from large companies which offer a full breadth of T&M products such as Tektronix and National Instruments to smaller outfits that market T&M products for specific markets such as telecom. I have followed National Instruments NATI for some time and view them as a solid albeit small competitor. They've posted something like double digit growth over the past 20 years. Not a barnburner, but solid. Big money and opportunity is to be had in testing present and next generation telecom infrastructure. JM

To: cardcounter who wrote (7)	10/22/1999 6:51:00 PM
From: Raymond Duray	Respond to of 620

Hi cardcounter, Here are a couple more industry news sources: photonicsonline.com fiberopticsonline.com Unlike Jason, I do not feel that the future of Agilent is is ATE. Clearly the market senses, and the company will no doubt tout, that the R&D now ongoing in the optics arena will be the driver of future revenues of this company. I would think that in short order the market will view the competitors to be the likes of JDSU, SDLI, ETEK and the myriad of FO component start ups that are springing up overnight. I took a look at the DIGL site and the product line does look to be of excellent quality but of limited scope. I'm certain Agilent will be casting a wider net. Best, Ray