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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: The Ox who wrote (1632)6/8/2000 8:38:00 PM
From: Ben Wa  Read Replies (1) of 3951
 
Latest DeutscheBank Alex BRown Global Planetary Bank report from May 31 uses revenue of 449 million for this year and 714 million for next year. eps of $1.27 & $1.66 respectively. that is eps growth rate of 31% from 2000-2001. The reality is that both SDLI & JDSU are capacity constrained. From an investment point of view, they both need to spend gobs of dough to add capacity or else the competition will dominate. Yet, when supply catches up with demand, pricing will drop and for the first time, the amount of money spent on additional capacity and prices paid for acquisitions will come into question. Since manufacturing is the key, anyone having a disruptive manufacturing method will become a major pain in the butt for both these guys. What momentum investors have forgotten is that the largest gains over time are made via earnings growth and pe expansion in combination. For this sector, the pe expansion story has been played out. (barring irrational exuberance)
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