SDL, Inc. [Nasdaq: SDLI] Message Board

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

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To: DukeCrow who wrote (3213)	10/24/2000 8:00:08 PM
From: djia101362	Read Replies (2) of 3951

But given the fact that NT was already down about 25% from its 52-week high, I'm a bit surprised at the pounding it took. NT is now very near its May low from which it catapulted up to the high 80s in the summer. The numbers are really very good...just not good enough. The analysts that keep saying the optical bubble has burst just like the B2B bubble did are complete idiots. 99% of the B2B companies never ever made money and never will but were still trading at nose bleed levels. The optics companies are generating tremendous revenues and profits, something B2B companies could only dream about. We're still very early in the ball game w/ F/O and although money may flow into safe haven techs like MSFT (so says Cramer) near term, it's clear the desktop is losing control and bandwidth companies will be the stars of the future. Anyone that follows Cramer knows that he knows jack. 12 months ago Cramer was the most bullish guy on the entire B2B sector pushing stocks like ICGE and VERT that have lost nearly 90% of their value. We go up tomorrow not down from here.

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