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

To: Yamakita who wrote (2589)	8/18/2000 2:59:40 AM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Mon dieu, $30M market cap, Straus probably carries that around in his wallet. No kidding! :)) As for the plethora of companies claiming to have opto-electronic products, you have to admit it's a good marketing ploy no matter how far they have to stretch the definition --- or in some cases, how far the products are from meaningful deployment. Mitel comes to mind. They may have good technology but it's a mighty long walk from proof-of-concept to shipping. In industry news, this just hit the wires re: Alcatel's purchase of Tele Danmark Marine: lightreading.com Pat

To: Yamakita who wrote (2589)	8/18/2000 2:50:35 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Here's another small cap that just came public today: wjcommunications.com H&Q gave me the IPO so I figured I'd better look at what they do. Our core technology expertise in gallium-arsenide, or GaAs, semiconductor and thin-film substrates coupled with our exceptional radio frequency design and manufacturing capabilities have enabled us to attain a leadership position in these broadband communications markets. I'm not suggesting anyone buy this stock, but I do recommend reading their history, beginning around p19 under "Management's Discussion. . .": freeedgar.com "Watkins and Johnson" sounds like something out of Sherlock Holmes. :) Pat