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


To: Wyätt Gwyön who wrote (2376)7/25/2000 11:48:38 PM
From: hasan syed  Respond to of 3951
 
MM, last trade on INCA (instinet)sdli was 100 @ 399 3/4. Generally, people with Instinet terminals do not trade much volume more than a couple hours after the market closes unless there is some specific news. My data feed is generally correct, however I could be wrong this time. Additionally, I just checked with various websites and ECNs (inca, quote.com, the ECN websites, even etrade.com, etc). With the exception of Island, none of the others (inca, mkxt, etc) were far from the close. Still, I couild be wrong, thats why I asked which exchange his transaction was executed on.

<< Are you using signal? >>
I use PCQuote via ABWatley



To: Wyätt Gwyön who wrote (2376)7/26/2000 12:16:05 AM
From: pat mudge  Read Replies (1) | Respond to of 3951
 
From WSJ, on Alcatel:
interactive.wsj.com@6.cgi?mfmuse/text/wsjie/data/SB964555837997666669.djm/&NVP=&template=atlas-srch-searchrecent-nf.tmpl&form=atlas-srch-searchrecent-nf.html&from-and=AND&to-and=AND&sort=Article-Doc-Date+desc&qand=&bool_query=sdli&dbname=%26name1%3Ddbname%26name2%3Ddbname%26name3%3Ddbname%26period%3D%3A720&location=article&HI=

. . .Of particular excitement is the company's submarine wave division multiplexing business, which makes the gear that separates light waves to allow more information down a single fiber-optic cable. Other companies, such as Nortel and Lucent, dominate the terrestrial market; Alcatel has the undersea market. The company has a more-than 50% share in what isn't a well-understood business. Most investors are focused on the terrestrial market and don't realize how sizable Alcatel's market segment is, and underestimate the pace of growth in that market. The world-wide market for submarine cables is around $5 billion currently and could grow to $12 billion in two years.

Analysts estimate Alcatel's undersea cable business could bring in around 2.5 billion euros ($2.33 billion) in sales in a couple of years, that could be as high as five billion euros to six billion euros ($4.66 billion to 5.60 billion) as the market continues to grow. And the operating margins in the business are more than double the company's average operating margin of around 7.2%.
. . .


Pat