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

To: t2 who wrote (1193)	4/19/2000 8:10:00 PM
From: pat mudge	Respond to of 3951

t2 --- From last quarter's CC: Pump laser contract with second undersea customer is ramping, now have production orders from third customer. First shipments in Q2 for third customers. As production capacity ramps, we could get up to 70 or 80% of this market (980nm DWDM laser pumps for undersea). Increased interest from long haul and metro markets. Shipments to Metro and cable grew over 40% sequentially. Broadening customer base to new markets and building key customer relationships. SDL has three major undersea customers for their 980 nm laser pumps. Alcatel is number one, I believe KDD is number two, and an unnamed integrator, number three. Tyco's the most often named as the mysterious customer. Again from last quarter's CC: Q: CIBC world markets: Great quarter. On undersea, ALA is largest. Is number 2 larger than number 1? A: no. ALA is largest, followed by number 2. Don't provide that amt. of detail Q: Number 3 under discussion. How big? As large as other customers? A: We do have prod. order from 3rd customer. Beginning ramp in 1Q. Prod. ship in Q2. Struggling to find enough capacity. Customer is significant. Won't comment if bigger than ALA and second. It will be among top 3. Second Q will be sig. revenue. Hope this helps. Pat