Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: KY who wrote (154)	3/28/1999 6:47:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

KY -- I hold both and don't worry about either. SDLI owns the "lion's share" of the 980 nm pump market right now and I believe they have a healthy lead on submarine qualifications. Another lead, of sorts, is the fact they're not as well known as UNPH. Price to sales, for example, is $19.40 for UNPH, almost double SDLI's $10.48. The analysts at H&Q have been stumping for both recently and I know they don't favor one over the other. (Both are presenting at their April Tech conference.) I think we can relax knowing the market's huge and they'll both get all the business they can handle. As we were told in the last conference call, SDLI has added a third shift to their San Jose manufacturing facility, in addition to doubling their capacity in Vancouver Island. And we know from Uniphase and JDS Fitel they're expanding facilities, as well. I'm not losing any sleep. :)) Pat