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

To: hospitalman who wrote (2619)	8/24/2000 12:15:11 PM
From: Boplicity	Respond to of 3951

12:04 ET HEI, Inc. (HEII) 19 +4 1/4 (+28.8%): Received first production order for performing alignment of fiber optic devices. Order from a major multinational customer begins immediately and should exceed $3 mln over the next several quarters. Fiber alignment is a key operations in production of fiber optic assemblies used in high-speed internet routing and data communications.

To: hospitalman who wrote (2619)	8/24/2000 12:15:37 PM
From: pat mudge	Respond to of 3951

This risk arises from vertical integration. SDL is one of the largest suppliers of this type of laser and JDSU is one of largest suppliers of the chips used to build them. Together, they would exercise enormous power over the whole supply chain, from raw components to the packaged products bought by equipment manufacturers. This threatens to make life difficult for other manufacturers of pumped lasers like Nortel Networks Corp. (NYSE, TSE: NT) , Lucent Technologies Inc. (NYSE: LU), and Corning Inc. (NYSE: GLW), all of whom buy some of their pumped laser chips from JDSU. These same giants who are complaining about having a sole-source are also worried about making this source their enemy. I'd love to be a fly on the wall in some of these corporate boardrooms. :) I'd also like to be a second-source supplier. Pat