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

To: jay silberman who wrote (195)	4/17/1999 10:04:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Why do you think SDLI is going up, when UNPH ETEK (and everything else hi tech, for that matter) is going down? Is it the Corning contract? Runup before earnings? Sun spots? Someone pointed out that the valuations of all three are more closely aligned now than earlier. Investors are getting smarter. I also think the Corning contract made a big impact and with earnings coming up on the 27th and ETEK and JDS both as strong as they are, it's pretty clear where the industry's headed. SDLI owns the 980 nm pump market so every time you read about another fiber optic link being put in, they're most likely involved. They're not as well known on Wall Street as Uniphase, but they're well-known and highly respected within the industry. Pat

To: jay silberman who wrote (195)	4/20/1999 6:17:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Industry news: <<< Fiberopticsonline: THIS JUST IN 04/20/1999 Tyco Submarine Signs Contracts With Worldwide Fiber, Global Photon Morristown, NJ-based Tyco Submarine Systems Ltd. (TSSL) has signed a $93 million supply contract for Global West, a 917km coastal festoon system connecting major cities from San Francisco to Los Angeles The contract for operations, administration, and maintenance (OAM) services will cover both wet and dry maintenance for the Global West subsea network. The Global West project, sponsored by Global Photon Systems Inc., is a five segment, repeaterless festoon system along the West Coast that will have landing points in San Francisco, San Jose, Monterey Bay, San Luis Obispo, Santa Barbara, and Los Angles. The network also includes a large self-healing SONET ring connecting San Francisco, San Jose, and Monterey. In addition, terrestrial routes from each beach-landing into the center of each respective major city. The optional segments of the Global West System add landing points of San Diego and Tijuana. Overall sea length of the base system is 917 km, with the optional segments adding another 275 km. The project has been designed to incorporate TSSL's latest SL 12 cable with pure silica core fiber. Initial capacity will transmit at 20Gb/sec. The system will employ dense wave division multiplexing (DWDM) technology, providing the potential for up to one full terebit/sec transmission capacity in the future, and will be equipped with Lucent WaveStar Bandwidth Manager equipment. In addition, Worldwide Fiber (WFI) has paid TSSL $630 million to supply and install WFI's Hibernia transatlantic undersea fiber-optic cable system. WFI also anticipates concluding definitive agreements with equity participants in North America and Europe. The agreements reference an operating relationship with a backhaul provider in Europe, and initial commitments for project finance for its transatlantic development. The system will have landing points in Halifax, Canada; Boston; Stranraer, Scotland; Dublin, Ireland; and Liverpool, England and will interconnect with WFI's existing North American terrestrial longhaul backbone network. The system is scheduled for completion in January 2001. Hibernia will represent the first transatlantic subsea ring network structure in service, using 32 wavelengths at 10 Gb/s per fiber pair. The 12,200-km undersea cable system will employ DWDM fiber optic technology. As a self-healing SDH ring network, Hibernia will offer initial capacity of 160 Gb/s on each segment, and can be upgraded to a final capacity of 1.28 Tb/s on each segment using DWDM technology on each fiber pair. >>>>>>