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

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To: Wyätt Gwyön who wrote (2636)	8/25/2000 1:44:17 PM
From: pat mudge	Read Replies (1) of 3951

From the Epoch report: We estimate that SDL will grow revenues by 165% in 2000 to $495 million and by 78% to $882 million in 2001. Based on our expectation of increasing margins from SDL's continuing sales of higher-margin equipment to undersea vendors, we forecast earnings per share (EPS) growth of 213% to $1.41 in 2000 and 52% to $2.14 in 2001. We attribute the disparity in the growth rates to a number of factors, including tougher comparable quarters in 2000 versus 1999, additional shares, a larger sales base stemming from three recent acquisitions and conservatism in our estimates. In particular, we project an operating profit margin increase from 18.6% in 1999 to 34.1% in 2000. Please see the discussion of our SDL model. Do you recall your numbers when PIRI was first announced? Would be curious to know if they're in the same range. Chase H&Q has 2000 at $487.58M/1.37, and 2001 at $844/2.02. Pat

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