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

To: jack bittner who wrote (234)	5/14/1999 1:22:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Jack -- All modules aren't the same. I don't know about NT, but I know LU contracts out parts of their systems. A few SDLI contracts: >>>> San Jose, California, April 15, 1999-- SDL, Inc. (Nasdaq: SDLI) today announced that it has entered into an 18-month supply agreement with Corning Incorporated (NYSE: GLW) to be the primary supplier of 980 nanometer (nm) pump modules. The final value of the contract will be determined by the number of units and the product mix required by Corning throughout the life of the agreement. >>>> >>>> San Jose, California, February 23, 1999-- SDL, Inc. (Nasdaq: SDLI) and Alcatel announced today that they will deliver high power 980 nm pump modules for deployment in the latest generation of undersea communications networks. The high power, high reliability, wavelength stabilized undersea pump modules are built by Alcatel Optronic Division using semiconductor laser chips made by SDL, Inc. The resulting module will allow system designers to apply dense wavelength division multiplexing (DWDM) technology to undersea communications networks to meet the ever-increasing need for telecommunications and Internet traffic bandwidth. >>>>> >>>> San Jose, California, July 27, 1998-- SDL, Inc. (Nasdaq: SDLI) has received a multi-million dollar production order from Lucent Technologies, Inc. (NYSE: LU) for SDL's new high power 980 nm pump module. Lucent, Inc. is the world's largest manufacturer of optical networking equipment for DWDM (Dense Wavelength Division Multiplexing) applications. SDL's 980 nm pump is used to provide optical power to the Lucent optical fiber amplifier. These fiber amplifiers provide increased optical signal levels in Lucent's DWDM fiber optic communications systems. Deliveries are expected to begin in the third quarter of 1998. >>>>> From tonight's Dow Jones: May 13, 1999 Dow Jones Newswires SDL Inc. Holders Clear 2-For-1 Stock Split Dow Jones Newswires SAN JOSE, Calif. -- SDL Inc. (SDLI) shareholders approved the company's previously reported two-for-one stock split. In a press release Thursday, the company said the split will increase its number of outstanding shares to about 29.3 million from about 14.7 million. The record date for the split is May 14, and the company's common shares will begin trading on a post-split basis on June 3. SDL designs and makes fiber-optic-related products, lasers and optoelectronic-based systems. >>>>>>

To: jack bittner who wrote (234)	5/14/1999 12:20:00 PM
From: Bulldozer	Read Replies (2) \| Respond to of 3951

jack - I've seen some of your posts on the JDS UNPH thread and didn't have time to respond. To make it short and sweet - no - there is virtually no chance of Asian commodity pricing or significant start-up competition. Why? - a four letter acronym - MTBF - Mean Time Before Failure. Do you have any idea how much R&D and testing companies like UNPH and SDLI go through to qualify their products? I don't care how smart you are or how cheap you can manufacture a photonic component, it takes YEARS and YEARS of testing and trials to assure the telcos your products are not going to fail (especially underseas). Faced between a choice to buy a component for half the cost that has little testing or is from a new company and one that is full cost and comes with the equivalent of 700 million hours of field tests(thats 80,000 years) - its no decision - the fully tested reliable component will win every time. It would take a start up two+ yrs just to qualify their first product! THAT IS THE BARRIER TO ENTRY. Pat, regarding SDLI - I'm glad you received the warm fuzzies from mgmt. They are indeed executing well and are clearly #2 in the mkt. That is an enviable position given a GE or CSCO targets #1 or #2 in every mkt and they're pretty highly regarded. But they do need diversification and I'm sure they'll get there. BD