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

To: pat mudge who wrote (1523)	5/31/2000 10:00:00 PM
From: PLeaps	Respond to of 3951

I'm sure you are diversifying by holding both JDSU and SDLI. JDSU also was a big holding of mine, but I sold most of it and felt that the bigger bang for the buck was in sdli. It has to be disappointing that JDSU hasn't ben added to the s&p yet probably due to the etek merger. Anyway I wish you luck since we probably both hold the same stocks. Did you buy any RUFO?

To: pat mudge who wrote (1523)	5/31/2000 10:20:00 PM
From: peggylynn	Read Replies (2) \| Respond to of 3951

Pat - As I recall, when KK was on CNBC he held out the problems at the Netherlands plant as a prime example of the types of difficulties the optical manufacturing industry faces for some important components (the kitchen table being state-of-the-art). If I'm not mistaken KK commented that the Netherlands situation was improving but they were building a new facility there????? If KK felt that this was a unique JDSU problem I don't think he would have been anxious to broadcast this information to competitors and customers. There was a post 2-3 months ago on TMF's Fiberhead board that pretty much confirmed what KK was saying. I think this also helps explain why it seems KK chose to risk his health to make acquisitions and to ramp up production for JDSU. As a practical matter, I think while the industry remains "capacity constrained" customers deserting manufacturers that they have been working with for months/years is probably not going to be a common occurrence. Thanks for all your terrific posts. - peggylynn