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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: pat mudge who wrote (495)10/30/1999 8:30:00 PM
From: jay silberman  Read Replies (2) of 3951
 
Pat,

SDLI in Friday's IBD 'New America' page. I'd post it, but the IBD web site has been down the past 2 days. [SDLI is also back in the 'Weekend Review' list of dominant stocks, after a brief hiatus.] Your friend Scifres is quoted throughout. But my favorite quote is from Chris LeBlanc of Banc of America Securites: "And the demand for the next few years appears almost infinite."

Also in Friday's IBD 'New America' page is Check Point (CHKP), which after years of fighting the ghost of MSFT, has really taken off the last 6 months. From what I've read elsewhere, it's not so much due to firewalls, which they've always dominated, but to their emerging dominance of VPNs, which is almost as explosive as photonics.

jay
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