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Technology Stocks : SDLI
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To: Sam Citron who wrote (63)4/18/1997 1:47:00 PM
From: w2j2   of 297
 
Sam, I agree the statement was not very candid. I believe the flat revenues are directly related to their epitaxial manufacturing problems. They had said in October? that they were losing contracts because of these problems, and I hope they have resolved them. I doubt they have realized any revenues from their latest biggest contract with Lucent....As an aside, I have observed rockiness of revenues and earnings in other companies that are morphing from research to production companies....These 30% to 50% haircuts have become the norm in my portfolio... I cannot predict them, and I like the companies long term, so I just grin and bear it....If I saw something fundamental I didn't like, I would sell.wj
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