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

To: Lee who wrote (955)	3/13/2000 4:38:00 PM
From: pat mudge	Respond to of 3951

That's my best guess! Close enough, considering who you're helping. :) Pat, aka Winnie the Pooh

To: Lee who wrote (955)	3/13/2000 4:41:00 PM
From: Gus	Read Replies (2) \| Respond to of 3951

Here's an Alcatel interview in today's SJMN that shows how SDLI is positioned in some of the sweetest spots in technology for the next 5 years: Q We're seeing an acquisition wave in the optical space. What do you think is behind that? A Today we are in an industry that is young because the technology is young, an industry that is young because the demand is new. The telephone is already old, but the demand using these lines for transferring files, for video, for data is absolutely new. This industry is new also because the big ones like Lucent, Nortel, Alcatel, maybe Cisco, and the other ones, have not yet, I would say, clarified their positions in terms of where they want to go, what kind of standardization they are going to pursue, even what kind of products are we going to offer. So there is still a big, big, big space available for new companies just being created with smart guys, one idea, one product. The companies that are growing quickly, they very quickly realize that they cannot have the resources to develop all the products that their customers will need. First because it is costly, but also because you need to have a very, very good vision of the future to develop all the products. There are so many possibilities. But that's probably the reason why there are a lot of small companies or start-ups. Some of them die very quickly, a few of them are successful. And these companies, where they develop products, they give the big ones, or the potential acquirers, an extremely good possibility to go quickly to the top. Today you cannot, of course, develop everything. And if you want to be quick to the market, because the market is growing so fast, when you develop a product three months before your competitors, you make a lot of money -- a lot of money...... Q Where is bandwidth increasing the fastest today? A If you talk about capital deployed for backbone optical networks, I think the mainstream is still probably in the United States. But what we're probably going to see in 2000, 2001, is Asia coming up. In terms of the backbone, in terms of big submarine architecture (in Asia), for three years we have done nothing, almost nothing. The perception we have today -- and it is not only a perception, it's the number of calls for bids -- there is something in the range of $8 billion in submarine systems that are in preparation in Asia today. My feeling is that we will see in Asia the same kind of history as we've seen in Europe, for example, where we are currently building, 30, 40 pan-European networks. In Asia, you have the incumbent operators with their networks and we have the new carriers like Level3 and Qwest coming into Asia to build. And after that, they will have to connect back into the United States for access to Internet servers. In the United States, I think we will see a change. The capital will be more into the regional metro and enterprise markets. It will be the opposite in Europe, because Europe still needs to equip the networks they are currently building mercurycenter.com Regarding Tunable lasers, Lightreading.com is working on a feature on that topic. I do remember that SDLI introduced its first tunable lasers in the first quarter of 1998. My guess is that they are either refining the technology or having it certified at Telecordia. Tunable lasers are hot. They promise to enable carriers to cut costs by reducing the spares they keep in stock. But that's just for starters. They also promise to help them eliminate electrical interfaces and use bandwidth more efficiently -- all of which means further cost cutting. This article will: Identify the latest developments in tunable lasers Explain their signifance in carrier networks Identify the leading vendors and products Deadline for contributions: March 24 Publishing date: March 31 lightreading.com