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

To: OWN STOCK who wrote (1043)	3/27/2000 3:20:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Sure glad we are at the hardware end of the spectrum, though a Gold rush stampede could lead to spoiling of the intermediate term (not the short or long)submarine market. All parties should be careful no to overheat it! Do you think the current manufacturing constraints are modulating growth and allowing it to be more evenly spread out without any outside impacts from European and Asian economies? I know SDL's management has said they could ship more if they had the capacity and necessary components. Sort of like the Asian Crisis tempering the American economy when it was heating up so quickly, these constraints may be tempering the submarine market. Just a thought. Pat