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

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To: pat mudge who wrote (1224)	4/25/2000 9:57:00 PM
From: BDR	Read Replies (1) of 3951

Pat - regarding your figures for revenue for GLW and JDSU: Date Vendor Q Estimate Actual (% y/y) Revenues (% yr/yr) Apr 24 GLW Q1 $0.51 $0.64 (+78% ) $1.35b (+ 36%) Apr 25 JDSU Q3 $0.10 $0.11 (120%) $906.4m (+ 155%) The $1.35 billion for GLW is the revenue for the most recent quarter. The last 4 Q's they had just under $5 billion in revenue and they are projecting over $6.5 billion for the next year. siliconinvestor.com The JDSU figure of $906.4 million is for the last three Q's. The comparable figure for last quarter for JDSU was $394.6 million (+155%). siliconinvestor.com As far as revenues are concerned GLW is three or more times the size of JDSU. GLW's telecommunications division alone (optical fiber and photonics) posted revenues of $893.4 million last quarter, up 50% and more than twice JDSU's total revenue. Obviously JDSU is still growing the fastest.

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