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To: JMD who wrote (350)	2/27/1998 7:46:00 PM
From: gdichaz	Respond to of 5853

From a non tech with limited understanding, UNPH and SDLI both make little laser gizmos - WDMW pumps and lots of other good stuff, and some older "legacy" stuff. But good stuff is very very hot - per rumor - management is the question with both companies. As is usual with me I have a bit of both so I can stay awake enough to watch. All IMO, disclaimers, etc. etc. Chaz

To: JMD who wrote (350)	2/28/1998 9:25:00 AM
From: Stewart V. Nelson	Read Replies (1) \| Respond to of 5853

Mike It is my understanding that UNPH inherited the capability to make Vertical cavity lasers from IBM when they bought the Zurich facility. I have a connection to the CEO so I will try to get an e-mail response from him. I will report back. I have been very busy lately so I have not had much time for SI. I am still long QCOM,UNPH and LU but I took my profit in TLAB and am thinking of doing the same thing Monday with LU. I will buy both back at an appropriate time. I cannot believe how well LU has moved up. Glad to hear you are now the resident technical analyst on QCOM. regards Stew Nelson