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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: DukeCrow who wrote (2333)7/24/2000 12:48:11 PM
From: Wyätt Gwyön  Read Replies (1) of 3951
 
I think the internal figure given was like 31%. The diff between that and your 36% may have to do w/PIRI, which probably added 5-6 mil in Q2 on the stub. Many ways to slice the apple--if you look at SDL's optical biz only (back out satellites and gov) the sequential is higher yet, but again, smaller absolute numbers. A key point is that they are guiding for 25%+ sequential growth yet again in Q3, and said margins should be the same or higher.
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