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

To: PLeaps who wrote (1521)	5/31/2000 7:40:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 3951

I recognize boilerplate language, but there are often key pieces of information hidden inside it. In the case of the paragraph on manufacturing, they mention specifically their problems in the Netherlands. When they renewed their contract with SDLI for an additional year, I immediately wondered if they'd had any problems getting their own facilities operational and this clearly states they have. The following paragraph indicates certification may have been delayed, though it's not clear: <<<<< IF JDS UNIPHASE'S CUSTOMERS DO NOT QUALIFY ITS MANUFACTURING LINES FOR VOLUME SHIPMENTS, ITS OPERATING RESULTS COULD SUFFER Customers will not purchase any of JDS Uniphase's products (other than limited numbers of evaluation units) prior to qualification of the manufacturing line for the product. Each new manufacturing line must go through varying levels of qualification with JDS Uniphase's customers. This qualification process determines whether the manufacturing line achieves the customers' quality, performance and reliability standards. Delays in qualification can cause a product to be dropped from a long term supply program and result in significant lost revenue opportunity over the term of that program. JDS Uniphase may experience delays in obtaining customer qualification of its new facilities. If JDS Uniphase fails in the timely qualification of theseor other new manufacturing lines, its operating results and customer relationships would be adversely affected. Their use of "these" makes me wonder if the certification outcome is still pending. I have a significant position in JDSU and have been watching it as if it were a convalescent patient for months now. I hope my fears are unfounded but, on the other hand, I don't want to walk around with blinders on. Pat