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

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To: pat mudge who wrote (1717)6/13/2000 8:09:00 PM
From: brightlake2  Read Replies (2) of 3951
 
SDLI looks like a takeout, walks like one, and probably is one.

If the economy report comes out good tomorrow and it still does not split, look for the company to be taken out either before the earning or right after the earning is reported. That was what happened to ETEK. I guess not splitting makes the acquired more attractive (purely speculation).

GLW has a market cap of close to 60 billion, and sdli is about 20 billion. Together, they will be close to JDSU/ETEK combination. It is good for both company and good for the industry, and probably good for both companies' shareholders as well. When JDSU announced their takeover plan, both JDSU and ETEK went up.

BL

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