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

To: Curtis E. Bemis who wrote (1622)	6/6/2000 10:09:00 PM
From: BDR	Respond to of 3951

Nanovation is a small start up that raised capital by hyping their nanotechnology all-optical switch with promises of bringing a product to market in the first half of this year. According to their web site (http://www.nanovation.com/index.html) they have "97 employees, including 25 PhDs and 14 staff dedicated exclusively to forward-looking research of semiconductor nanophotonic technologies (March 2000)". SDLI has about 1,000 employees and JDSU has about 8,000 for comparison. They have no manufacturing history and until this year I don't think they even had manufacturing capacity. They have brought some products to market but they don't include the much touted optical switch. I am not sure if they have sold anything yet. Since the technology on which the company was founded is years away from producing revenue, it appears that they have decided to produce something that can generate current revenues in the meantime. They are a private company and so financial data is limited. Last Fall they were saying that they would go public by mid-2000. Not much being said about that right now. However, given the demand in this market, if they can produce EDFAs and get them certified I assume they will sell all they can produce. I wouldn't want to have them as my sole source if I was a buyer given their track record so far. That's just my opinion developed after reading about the shenanigans involving the Canadian holding company that controlled a third of Nanovation stock.