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

To: Wyätt Gwyön who wrote (2984)	10/18/2000 3:49:06 AM
From: DukeCrow	Read Replies (1) \| Respond to of 3951

Sounds like the opposite to me. Stockpiling is done by a user who is afraid of running out of supplies. Channel stuffing is done by a supplier who is afraid of not making the numbers. But in a slowdown the effect on the component supplier would be the same in both accounts. Your point is well taken, though, and is probably the most likely explanation. Of course, no one is saying that there will be a slowdown anytime soon. I'm just trying to flesh out the possibilities. Thanks for the comments. Ali

To: Wyätt Gwyön who wrote (2984)	10/18/2000 6:14:45 PM
From: pat mudge	Respond to of 3951

SDL announces contract based on PIRI's AWGs: biz.yahoo.com From end of announcement: About Huawei Technologies Huawei is a privately held Chinese telecommunication equipment manufacturer. In the past 10 years, Huawei has emerged as the leader in the industry in China, growing from a dozen people to currently over 15,000 employees with revenue over US$1.5 billion. Their major product lines cover such key telecommunication areas as switching/routing, DWDM transmission, optical access network and many others. Additional information about Huawei Technology Co. Ltd. is available on the Internet at huawei.com . This is a 14-mo contract totaling $20 million. It'll be interesting to see how many others they've received. I'm certain they'll be asked on tomorrow's conference call. Pat