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

To: jay silberman who wrote (2492)	8/3/2000 7:03:58 PM
From: N/E PATSFAN	Respond to of 3951

[Components] redherring.com > If you're dabbling in components, take a look at Bookham Technology (Nasdaq: BKHM) (LSE: BHM), which seems to receive a UK discount.< NEPF

To: jay silberman who wrote (2492)	8/3/2000 8:55:52 PM
From: PLeaps	Respond to of 3951

Emulex Corp. (EMLX: Research, Estimates), the world's largest supplier of fiber channel adapters, Thursday reported fourth-quarter net income of $9.6 million, or 25 cents per diluted share, compared with net income of $3 million, or 10 cents per diluted share, in the same quarter a year ago. Fiber channel order momentum accelerated during the latest quarter, and Wall Street analysts originally expected the company to report earnings of 21 cents a share. The Costa Mesa, Calif.-based company's revenue also jumped to a record of $40.8 million, up 99 percent from $20.5 million reported for the same quarter a year ago. Shares of Emulex Corp. soared 12-1/16, or 25.36 percent, to 59-5/8 in the aftermarket Thursday.

To: jay silberman who wrote (2492)	8/3/2000 10:16:48 PM
From: pat mudge	Read Replies (2) \| Respond to of 3951

Drew Perkins, representing a stealth-mode start-up I'd never heard of, spoke today and after hearing his background, I thought some might want to follow his company: onfiber.com Click on the management link. His presentation was so good, I'll post it as soon as they get it up on the website, as he said they'd do. He went through each of the key technologies --- SONET, DWDM, Ethernet, and ATM --- and noted what was right and what was wrong. First there was ILEC, then there was CLEC, and now there's BLEC --- Business Local Exchange Carrier --- using fiber to the building by-passing central offices. I don't think the concept is new, but the acronym is, at least to me. There's one presentation I wish everyone could have heard --- by LightWave Microsystems --- which explains how AWGs are put into modules, so if anyone's interested, drop me an email and I'll send the file. Pat