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: Bulldozer who wrote (237)5/14/1999 2:15:00 PM
From: pat mudge  Respond to of 3951
 
BD --

I agree. And as for the barriers to entry, company insiders are keenly aware of the difficulty of entering any market where they're not already leaders. To do that you have to have technology that will leap ahead of the competition. If not, by the time you catch up, the competition will be at the next level --- a losing proposition.

In the undersea space, certification is lengthy and extremely demanding. Products have to test to a 100-year lifespan. And it appears each company has its own requirements so certification in one doesn't guarantee any others.

I've been watching these companies all morning and am impressed with their strength.

Pat



To: Bulldozer who wrote (237)5/16/1999 7:31:00 PM
From: KY  Read Replies (1) | Respond to of 3951
 
BD,

Have read many of your posts on the VTSS thread...now starting to see you roam a bit on both SDL and UNPH. Question:

I know you are a big fan of both VTSS & PMCS...think you have mentioned in the past that you own both. In the area of photonics, does it make sense at this point in your opinion to own both SDL and UNPH?

With tremendous growth ahead, it may make sense to go with both.

KY


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News