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

To: Curtis E. Bemis who wrote (2644)	8/25/2000 11:30:53 PM
From: pat mudge	Respond to of 3951

Don't know about the PollyAnna or eeyore stuff tho- ;-) I'm Eyore in a Pollyanna pinafore more often than not. :) Pat

To: Curtis E. Bemis who wrote (2644)	8/28/2000 8:18:36 AM
From: pat mudge	Read Replies (1) \| Respond to of 3951

More to watch: AUGUST 28, 2000 One Day This Week EDITED BY ROBIN GOLDWYN BLUMENTHAL The Supreme Court may rule on whether it will consider on an expedited basis Microsoft's appeal of a judge's order that the company be broken in two. Microsoft has argued the appeals court should hear the matter first. MONDAY Pennies from heaven? Nope. But on the New York Stock Exchange, seven stocks will begin to be quoted in decimals, rather than fractions; ditto for six stocks at the American Stock Exchange. Markets in the U.K. are closed. Impath and Sapient split their shares, 2-for-1, at the close. The Bank for International Settlements publishes its quarterly review, including bank lending for the first quarter and securities market activity for the second. A number of tech companies, including Cisco and Nortel Networks, make presentations at the National Fiber Optic Engineers Conference in Denver this week. Homepage for conference: nfoec.com One of today's topics: John Ryan, Principal and Chief Analyst, RHK "Dollars and Photons: The Economics of Optical Networking"

To: Curtis E. Bemis who wrote (2644)	9/15/2000 10:42:14 PM
From: pat mudge	Read Replies (4) \| Respond to of 3951

I'd like to get a discussion started regarding NT's plans to spin off its components business: yahoo.cnet.com In one place the article says: "Roth said he recognizes the need to diversify and plans to have the business sell to companies, such as Juniper Networks, that need devices to connect their products to optical networks. He doesn't expect to succeed in selling to Nortel's competitors in making systems, as Lucent does now with its components unit. "You have to have some accounts with a history actually based on market prices, not internal transfer costs," Roth said in the interview earlier this week in Santa Clara, Calif. "But I'm not putting in capital equipment to service my competitors; my goal is to build a strong Nortel by having a strong components unit." . . . "We're not interested in separating the unit," Roth said. "We always want control. That's why we didn't do the Corning deal. That's why we wouldn't sell it." I understand the politics of not selling products to competitors, but I don't understand the thinking that says you can expect a public company to be that selective. It seems to me --- looking at it from an investor's standpoint --- that Roth wants to have his cake and eat it too. As a shareholder, I'd want the company to sell to everyone without treating NT as a preferred customer. Looked at from a slightly different angle, why can't NT simply sell its components to JNPR and other smaller players now? Why do they need the components unit to be public? Isn't it an effort to fool the public sector into giving the spin-off a high valuation so they can use the shares as collateral --- all to benefit the mother company? I guess if I were an NT shareholder, I'd be glad. But on the other hand, since the shares won't be spun off to shareholders, I wonder if many will sell their NT and buy the spin-off. Do we have any examples of companies doing this successfully? We know AT&T spun off LU, but to my knowledge they didn't maintain the control Roth's talking about. Rockwell spun off Conexant. How's that set up? Are they independent? I need to be educated. As they used to say on Laugh-In: Sock it to me! Pat