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

To: pat mudge who wrote (2793)	9/15/2000 11:05:25 AM
From: SJS	Respond to of 3951

Pat (is this a "nipping at the heels", or "eating the fringe of the core" issue)? I am starting to see everyone and their brother getting into optical components business/division. Just check the press releases in a search on the word "optical" lately, and you'll see what I mean. All the biggies, and some small ones to. AMCC, PMCS of course. Earlier, BRCM, KOPN. Now KOMG and RDRT.....?? Ironically, the CNXT news of the the company split did NOT mention optical (to my knowledge). So...we know the field is wide open and there's insatiable demand....yada, yada, yada...but more entrants will, even in a small way, take business away from the big guys. It's like CSCO keeps growing, but certaintly SCMR, JNPR, etc are taking business from them. _____________________ 10:31 ET Komag (KMAG) 4 3/16 +1 1/8 (+37%): -- Update -- Talk among traders is that KMAG being bid up amid speculation company will create an independent optical division. You may remember that components maker Read-Rite (RDRT) announced creation of optical components unit Sept. 7.