SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?


To: w2j2 who wrote (20)11/24/1998 10:13:00 AM
From: pat mudge  Read Replies (1) | Respond to of 3951
 
Walter --

Thanks for your excellent comments and analysis. When reading about the company before taking a position it occurred to me their management changes weren't unlike NN's.

I always knew the company had the potential. Now they have the management.

Going forward, I think SDLI should do very well. Remember, however that the "gorilla" in the telecom laser space is Uniphase. . . .


I recall at the conference someone asking about competition and the CEO explained the differences between the two companies' products. I wish I'd taken notes. It may be worth a call to find out. I'll see what I can do.

Pat