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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (943)	3/10/2000 3:25:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

First of all, after spending nearly a week at OFC and comparing SDL to dozens of players, I've added to my position --- at 450 a share. Considering I don't jump onto moving trains without absolute confidence I've measured the risks, this is a monumental move. I really like SDL's business plan. They're focusing on certain key markets and within those areas will buy strategic high-value technologies as needed. Contrary to others with fat share prices, they see no reason to own a company just to have a Wallmart-sized inventory of products. Instead, they'll target acquisitions to specific technologies they need to maintain a competitive advantage. In brief, they're: * Broadening their markets by adding 1480nm products. * Adding acquisitions in areas they can't afford not to control. * Bringing on a high-powered public relations firm, with plans for gaining brand awareness beyond photonics' circles. (We'll see a new website in the not-too-distant future.) * Hiring at a good pace --- sdli.com (click on San Jose manufacturing or production) * Gaining further interest on Wall Street --- appointments with analysts throughout the week. When you combine an industry growing at a record pace (hype is under-hype) and a company focusing on high-growth, high-margin areas within it, you can't find a better investment than SDLI. All in my opinion, of course. Later this week-end I'll give a summary of the over-all conference, including a list of pre-IPO picks. Pat