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

To: Jack Hartmann who wrote (2996)	10/19/2000 2:16:39 AM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Isn't that the negative on NEWP? <gg> Compare these numbers to SDLI with 156% rev growth last quarter. I believe NEWP's fiber optics represent 47% of sales whereas SDLI's are 86% as of last quarter. You also have to factor in acquisitions. Without acquisitions I believe last quarter SDL only :) grew 116% y/y --- 31% sequentially. (Note the smile.) If anyone wants to re-visit last quarter's comments, here's the link: Message 14082642 Now, for some statistics. In preparation for the up-coming Next Generation Networks conference put on by Business Communications Review and John McQuillan, the following information was included in their most recent communication: <<< The number of computers on the Net is growing 65% per year. According to RHK, Internet usage is currently 350 petabytes per month--far more than the PSTN. Streaming media already accounts for over 10% of this total. There are now as many as 170M corporate electronic mailboxes in use, growing 32% per year, with 440M mailboxes in total. The average number of email messages per day is 32, up 84% per year. The average message size is 286 kbytes, up 192% per year. (Source: "Messaging Online"). Thus, there is a compound effect from more email users, more messages and larger messages. Message traffic is growing at least 7x per year. 91% of US households will be online and the average online home will have 2.7 Internet-connected devices by 2005 (Source: Strategy Analytics). One may dispute the exact figures, but there is no denying the relative impact of these forecasts for continued Internet growth. Internet scalability, advances in optical transmission and switching, content delivery techniques, broadband service deployment, new approaches for storage networking, breakthroughs in wireless technologies and developments in network processors are all central to our industry's ability to cope with a seemingly insatiable desire for information and bandwidth. We expect lively, expert discussion of these topics at NGN2000, where the overarching themes of next generation infrastructure, service offerings and providers form the core of this year's conference program. The media has made much of tech stocks suffering this fall, but there is plenty of evidence that the fundamental factors driving next generation networking remain strong and our industry has already achieved too much success this year not to celebrate. <<<< The conference is completely sold out and anyone interested is put on a waiting list. [I suspect my registration number is in the single digits. :)] Pat