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

To: pat mudge who wrote (1233)	4/27/2000 11:32:00 PM
From: kalicokatt	Respond to of 3951

Thanks Pat. I linked that post to the club. These things are always great to read. kat

To: pat mudge who wrote (1233)	4/30/2000 12:19:00 PM
From: BDR	Respond to of 3951

Another growth estimate for a segment of interest to SDLI. From Lightwave, 4/30/00, regarding the EDFA market: Emerging optical-amplifier technology and its role in next-generation networks lw.pennwellnet.com Despite all the advances in componentry, we expect average distances between EDFAs to keep dropping. At the same time, prices should fall slowly over the next few years from around $20,000 today to $15,000 by the end of 2004, supporting a 46% compound annual growth rate (CAGR) in dollars over that time. - James Jungjohann and Rick Schafer, CIBC World Markets Corp.

To: pat mudge who wrote (1233)	5/2/2000 2:27:00 AM
From: BDR	Read Replies (1) \| Respond to of 3951

This is just the teaser. The full report costs $750. CAGR of 50+/-% seems to keep showing up from different sources. biz.yahoo.com Optical Equipment Market to Reach $17.7 Billion by 2003 Aberdeen Report Examines the Dynamics and Players in Optical Network Market BOSTON--(BUSINESS WIRE)--May 1, 2000--In a report released today, Aberdeen Group, an IT consulting and market strategy firm, predicts that the optical network market - excluding SONET elements - will reach $17.7 billion by 2003, representing a CAGR of 51%. The report, entitled ``Moving at Light Speed: The Transition to Optical Networks,'' examines the dynamics and players in the optical network market and the transition towards a data-centric, ``all-optical network.'' ``We are moving toward a network that is self-aware of traffic flows and can increase or decrease bandwidth as needed and deliver any service anywhere - in real time,'' says report author Andrew McCormick. ``However, the current structure of both the network itself and the operational practices of the service providers, especially the well established carriers, are major roadblocks to the wide scale deployment of the optical equipment network (OEN).'' The suppliers that can deliver the technologies that solve the problems that carriers face will be the ones to succeed.