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

To: pat mudge who wrote (2821)	9/18/2000 2:26:44 PM
From: 10K a day	Respond to of 3951

what is wrong with this little darling.

To: pat mudge who wrote (2821)	9/18/2000 4:47:46 PM
From: Boplicity	Respond to of 3951

RESEARCH ALERT-Merrill on telecom equipment budgets NEW YORK, Sept 18 (Reuters) - Merrill Lynch said investors' fears about an expected drop in spending on telecommunications equipment are overblown, since demand for equipment should continue to be very strong. -- said every year investors get spooked by concerns that U.S. telecommunications carriers will stop spending money on equipment, which triggers a drop in telecoms equipment manufacturer stocks. -- said U.S. carriers are indicating that their total capital expenditures for 2001 will decline by 3 percent. -- said in previous years, the initial forecasts of spending by carriers have been inaccurate, compared with their actual spending. -- said equipment companies should continue to see strong demand since U.S. carriers must continue to spend money to remain competitive; spending on equipment is growing as a percentage of overall capital spending; U.S. operators represent only a portion of a broader global equipment market. -- said expects that carriers ultimately will arrive at spending budgets that indicate capital spending growth of about 10 percent. -- said 10 percent growth would be below the growth expected in 2000, but it represents a more sustainable level. --said it expects that spending on telecoms equipment by U.S. service carriers will grow in the high teens, a rate consistent with the growth forecast for the industry. -- said some equipment segments will continue to grow faster than the overall industry, including optical networking, high-speed data networking and strategic access technologies such as ADSL. -- said Cisco Systems Inc. <CSCO.O> and Nortel Networks Corp. <NT.TO> are the best-positioned companies in these areas. -- said companies such as Tellabs Inc. <TLAB.O>, ADC Telecommunications Inc. <ADCT.O>, and UTStarCom Inc. <UTSI.O> should continue to perform well