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


To: pat mudge who wrote (1339)5/12/2000 10:15:00 AM
From: Wyätt Gwyön  Respond to of 3951
 
Re: the DLJ report, Marketwatch had a little bit more info: Analyst Hasan Iman put an "outperformance" rating on the industry. He said he believes the sector faces "an enormous market opportunity, one that is being driven near-term by an unprecedented capacity ramp in the global communications infrastructure.

Iman feels that high barriers to entry in the market will allow the early movers to build a sustainable competitive advantage.

cbs.marketwatch.com

Apparently CIEN is his top pick in the sector.