SDL, Inc. [Nasdaq: SDLI] Message Board

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

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To: Boplicity who wrote (2489)	8/3/2000 1:54:19 PM
From: pat mudge	Read Replies (1) of 3951

I was referring to today's action, and it certainly hasn't been off 30%, not even at the low. But if you want to talk about year-to-date: quicken.com The S&P bubble will skew the numbers if you judge from the year's high. That, however, could be measured in minutes, or at most hours, and isn't a fair basis for comparison. Just heard Wu-Fu Chen give the keynote and his bottom line, repeated several times in his summing up, was components. If you want to invest in the optical space, components represent 80% of the cost of systems and with the high barriers to entry and the size of constraints, it's the place to be. Gotta run. . . Pat

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