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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: bobkansas who wrote (527)	10/31/1999 8:55:00 PM
From: DlphcOracl	Respond to of 1817

BOB MARTIN USA: RE: SDLI I am familiar with SDLI in a vague sort of way as one of the players in the optical telecom/broadband sector. I have been playing this sector by investing in JDSU and have a large, overweighted position in it. This sector is red-hot and has very few players; the others are ETEK and Optical Coatings (OCLI). I picked JDSU because: (1) It had run up the least over the past twelve months and was more favorably valued going forward; (2) With the Uniphase/Sitel merger, I saw JDSU becoming the first dominant player (and the largest) with the best prospects for a long-term hold position; (3) I though Kevin Kalkhoven was an extremely astute CEO with a very aggressive outlook and a stated game play of making numerous key acquisitions to expand and reinforce JDSU's dominant position as a one-stop company for providing broadband solutions via WDM and fiberoptics. If I were to have picked a second player, I would have invested in OCLI because it has several diverse and unique businesses, differentiating it from the others. I would be quite interested in what your research has turned up and what you think of SDLI as a possible investment for the next 12 months.