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Technology Stocks : SDL, Inc. [Nasdaq: SDLI]
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To: pat mudge who wrote (3003)10/19/2000 2:16:17 PM
From: 16yearcycle  Read Replies (1) of 3951
 
It's interesting that if SDLI does come in at .41-.42, it would have a 1.65 run rate, and if we give it a pe of 150 on that earnings number, the price would be right around 250.

Does it deserve a pe of 150? I think so, given the combination of accelerating sequential growth and the fact that we know there are other suitors willing to pay handsomely. These are not conservative numbers, however.

If the arbs aren't closing the gap because they see this as a risky bet, I don't think they are thinking clearly. Even a pe of 100 gets sdli to a price of 165, but if the merger goes through, and the market mood changes, we get to 500.(sdli@500=jdsu at 131). And sdli could easily move back to the current prices over the next 12 months, as e are likely to accelerate to a $3+ pace.
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