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

To: BDR who wrote (3138)	10/22/2000 8:19:11 AM
From: Curtis E. Bemis	Respond to of 3951

...efficiently integrate components and fiber... I believe GLWs point about the development and integration of technologies to be a valid one. In the evolution of DWDM, as an example, the efficiencies come in the control of the many source of dispersion, which ultimately limit bandwidth and distance. In GLWs development of their Metro-Core fiber, a fiber offering for metro networks with DWDM, the control of the many deleterious factors associated with dispersion comes from the characteristics of the fiber matched with the active components which drive it. By matching them, in their development process, they tailor the characterics of both to achieve the gain in their entire product offering. I think this is what Ackerman meant-- However, I don't think this necessarily implies that JDSU+SDLI have to get into the optical fiber business. There is a synergy but after all, that is what nimble active/passive components companies and nimble optical fiber companies are all about.