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

To: tripperd2 who wrote (3478)	11/12/2000 8:40:14 PM
From: pat mudge	Read Replies (2) \| Respond to of 3951

Trippered -- Don't let the R rating throw you. They did it for language and it's so natural --- the miners' brogue is like listening to a foreign language --- you don't notice it. For those who are interested, here's some data on CapX spending from TeleChoice's NGN presentation: <<< Who’s Spending? Who’s Spending? Source: Lehman Brothers IXCs: AT&T, WorldCom, Sprint, Qwest NSPs: Level 3, MFN, WCG, Global Crossing RBOCs: Verizon, BellSouth, SBC, U S West CLECs (1st/2nd): ICG, Intermedia, McLeod, Nextlink, Time Warner, ELI, e-Spire CLECs (3rd): Allegiance, WinStar, RCN, US LEC, Network Plus, CTC, Focal Rural LECs: CenturyTel, Alltel, Broadwing PCS: Sprint PCS, Nextel, VoiceStream Cap Ex Spending 1999 2000 2001 IXCs $28.5B $30.6B $32.9B NSPs $7.7B $15.2B $8.4B RBOCs $34.1B $42.9B $44.3B CLECs $3.1B $5.0B $4.6B CLECs (3 rd Gen.) $1.6B $3.3B $3.1B Rural LECs $1.8B $2.1B $3.0B PCS $4.9B $6.4B $5.4B (1 st and 2 nd Gen.) On What? On What? Voice Data Wireless Other IXCs $5.0B $11.7B $4.4B $11.9B NSPs $1.4B $6.5B $0 $0.6B RBOCs $17.6B $15.0B $8.0B $3.6B CLECs (1,2) $1.8B $2.6B $0.1B $0 CLECs (3) $1.1B $1.6B $0 $0.4B Rural LECs $1.0B $0.6B $1.0B $0.3B PCS $0 %0 $5.4B $0 Source: Lehman Brothers 2001 Cap Ex

To: tripperd2 who wrote (3478)	11/14/2000 2:48:22 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

SDLI a favorite in growth funds: thestreet.com What stock picks propelled our leading small-cap growth funds? Well, since these managers have thousands of stocks to pick from, it's an eclectic mix with little consensus. They have also ridden up plenty of big-caps like semiconductor shop SDL (SDLI:Nasdaq - news), set to merge with fellow big-cap JDS Uniphase (JDSU:Nasdaq - news). Okay, I'm headed out of town (a day late) and will let the rest of you hold the fort. Pat