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

To: Wyätt Gwyön who wrote (1329)	5/11/2000 9:42:00 AM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 3951

Anybody know anything about Princeton Lightwave? NT's head of optical components quits to go lead them. The coup "suggests that the startup has got enormous potential - probably in helping carriers to slash costs by eliminating electrical regeneration of light signals in their networks." lightreading.com

To: Wyätt Gwyön who wrote (1329)	5/11/2000 10:20:00 AM
From: pat mudge	Respond to of 3951

From Chase H&Q PIRI is the market share leader in arrayed waveguide (AWG) which is used primarily as a way to multiplex and demultiplex optical signals, but has other applications. While thin-film filters (TTFs) are the most prevalent mux/demux technology, we expect AWGs to gain share and grow into a multi-billion dollar market as this technology becomes more mature and system channel densities continue to increase. We believe the PIRI acquisition is SDL's best to date. PIRI is a leader in teh AWG market and the acquisition enables SDLI to establish a presence in an emerging, technologically strategic space. Additionally, the deal is immediately accretive. Although we are not changing our model until the deal closes, we believe PIRI could add $125-150M in revenue and $0.12-0.15 in EPS in FY01. We reiterate our BUY on SDLI shares. >>>>> More as I have time. Looks like a great move.. Pat