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

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To: 16yearcycle who wrote (3004)10/19/2000 3:05:09 PM
From: pat mudge   of 3951
 
There are so many ways to do the numbers. Using current valuations, compare SDLI to PMCS, BRCM, JNPR, and SCMR:

finance.yahoo.com

SDL's the only one who hasn't reported yet, so their PE is not really an apples-to-apples comparison.

If you use forward revenues, the metrics change again. Next, factor in market sentiment and you can see why there's so much volatility.

Having said all this, I seriously believe those companies with critical technologies and huge barriers to entry deserve premium valuations. And SDLI is at the top of that list.

Pat
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