SDL, Inc. [Nasdaq: SDLI] Message Board

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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]

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To: pat mudge who wrote (1091)	4/5/2000 5:10:00 PM
From: SJS	Read Replies (2) of 3951

Pat, You couldn't tell by today's action, but CSFB raises estimate on SDLI today. CSFB is usually good for a long duration move on the stock. Lack of this confirms a very nervous market! -------------------------------------- SDL Inc. (SDLI-$160 13/16-Cap $12.1B-Buy) Closes Acquisition of Veritech; Officially Raising Estimates FY00E: $0.80, FY01E: $1.10 ú As outlined in our note dated 3/20/00, raising estimates following Queensgate (closed 3/8/00) and Veritech Microwave (closed 4/3/00) acquisitions. EPS increases to $0.80 in 2000 (from $0.72) and to $1.10 in 2001 (from $1.00).; Top-line raised to $356.3M in 2000 (from $310.5M) and to $500M in 2001 (from $434.6M). ú Driven by robust demand of company?s core business (980nm pump laser/module), particularly in submarine market, believe SDLI will report upside to our revised Q1:00 revenue projection of $67.8M (from $66.9M) and EPS estimate of $0.16 (unchanged). ú Mgmt remains focused on reaching critical mass through internal product development and acquisitions. View SDLI as attractive product cycle play in the fast-growing optical networking space. Reiterate BUY.

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