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

To: Boplicity who wrote (2840)	9/19/2000 10:57:29 AM
From: pat mudge	Read Replies (1) \| Respond to of 3951

I'm trying to figure out where in the fiber optics' food-chain Hitachi comes. First I looked at SDL's stated competitors: From their 10-K: We have numerous competitors worldwide in each of our operating segments. In communications, competitors include JDS Uniphase, Corning, Ortel, Lucent, Nortel, and Furukawa. In industrial lasers, competitors include Spectra-Physics, Coherent, Sony and Sanyo. We also sell our products to current competitors and companies with the capability of becoming competitors. Mergers or joint ventures of our customers with our competitors have occurred in the past and could occur in the future causing the loss of revenues. If the markets for our products continue to grow, new competitors are likely to emerge and present competitors may increase their market share. Then I looked at their partnerships which are a Who's Who in the systems space: Customer Partnerships: Partner with Leaders. Our growth is a function of our contracts and partnerships with industry leaders. We strive to be the market share leader in each of the product segments in which we compete, and seek partnerships with the largest customers in each segment. Typically, such major system business leaders are attracted by our technical leadership at the component and subsystem level. During 1999, we entered into an exclusive four-year agreement to supply Alcatel with 980 nanometer (nm)laser chips and fiber Bragg gratings for use in that company's pump modules for undersea applications. We also signed a three-year contract to supply similar chips to another major undersea pump module supplier. We signed agreements to supply Corning and JDS Uniphase, two of the world's largest manufacturers of erbium-doped fiber amplifiers used in DWDM network applications, with 980 nm pump modules. We strengthened our relationship with Nortel, one of the leaders in the DWDM arena. We are continuing to expand our worldwide sales and marketing organization with a goal of providing superior solutions and service, to customers, such as Agilent, Corning, Fujitsu, Lucent, Mistsubishi, Pirelli - Cisco , Siemens, and Tyco. . . . .We seek partnerships with the largest customers in each segment in which we compete. We believe that the key elements in attracting and maintaining such partners are superior technology, value, quality, delivery and service, which we strive to provide. Selected customers for communications products include Agilent, Alcatel, Antec, Corning, Fujitsu, JDS Uniphase, Lucent, Mitsubishi, Nortel, Pirelli - Cisco, Siemens, and Tyco. Selected customers for industrial laser products include Kodak, Polaroid, Phillips Semiconductor, and Seagate. >>>> If anyone knows what Hitachi has and who its customers are, it would be good to know. TIA --- Pat