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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: Lee who wrote (1184)4/25/2000 6:14:00 PM
From: pat mudge  Read Replies (2) of 3951
 
Here's an updated comparison:

Date Vendor Q Estimate Actual (% y/y) Revenues (% yr/yr)

Apr 11 ETEK Q3 $0.21 $0.24 (+71%) $90.6m (+ 83% )
Apr 19 SDLI Q1 $0.16 $0.22 (+250%) $72.2m (+ 92% )
Apr 24 GLW Q1 $0.51 $0.64 (+78% ) $1.35b (+ 36%)
Apr 25 JDSU Q3 $0.10 $0.11 (120%) $906.4m (+ 155%)

Question: since some of these companies have large acquisitions giving them huge revenue increases would eps growth be a better gauge of strength than just comparing sales?

Not sure how analysts look at numbers.

Pat
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