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


To: pat mudge who wrote (1192)4/19/2000 7:52:00 PM
From: t2  Read Replies (1) | Respond to of 3951
 

Q: RAMAN business, how quantify opportunity for this year? What percentage of fiber optics?
A: This year less than 10%. We see great opportunities going forward. 40 gig has great opportunity but not this year but 2001. Rest of fiber optics business is growing so fast it's hard for anything else to catch up.

Q: Are you shipping to third customer?
A: Yes, we have begun shipping. Q2 will be nice quarter for third customer.


Pat, Do you know what they mean by third customer? It was talked about towards the end of the cc.

BTW--excellent job on the transcipt as usual. thanks.



To: pat mudge who wrote (1192)4/19/2000 8:54:00 PM
From: Lee  Read Replies (3) | Respond to of 3951
 
Pat,

Thanks very much for the CC transcript. This sounds so upbeat it's gotta be suspect somewhere? LOL!! I particularly liked the part about Demand not being met!

Always liked sitting in the catbird's seat! <g> What a company!

Thanks again for your time and effort,

Lee



To: pat mudge who wrote (1192)4/19/2000 10:15:00 PM
From: SecularBull  Read Replies (1) | Respond to of 3951
 
Projecting 25% or better sequential growth for Q2.

Sounds good to me.

LoF



To: pat mudge who wrote (1192)4/20/2000 12:15:00 AM
From: jmanvegas  Respond to of 3951
 
Thanks Pat for your excellent contribution. eom.

jmanvegas



To: pat mudge who wrote (1192)4/20/2000 9:10:00 AM
From: hospitalman  Read Replies (1) | Respond to of 3951
 
Pat
Thank you so much for the cc notes. You are an invaluable resource to everyone. I am starting to wonder about shifting some jdsu money over to sdli. It's hard for me to imagine that jdsu will have the same growth rates going forward.
Ken