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

To: Frank Ferrari who wrote (232)	5/14/1999 12:07:00 AM
From: pat mudge	Respond to of 3951

Frank --- After attending SDL's annual meeting today, I don't feel any need to defend them. They're managing with spectacular success all by themselves. The trends we've seen so far this year are expected to continue. Undersea products were mentioned as being especially strong. The 980 laser pump market is growing faster than other segments, giving SDLI an advantage as this is their strongest area. The qualities that make their modules superior are also being leveraged in other areas under development. If you're interested, phone the company and ask for their most recent white papers. While SDL may be small, they're far from stodgy. They recognize what needs to be done to compete on a broader scale and are looking at acquisitions and making internal changes wherever necessary. In conversation with management after the formal meeting, I mentioned that Uniphase seemed to get more public recognition and the CFO smiled and said, "Our customers know," meaning they know who's who. In the area of undersea certification, they've been certified by Alcatel, and are 6 mos. into the process with two other integrators, both large players. Other companies are in the process of being certified, as well. Later -- Pat