SDL, Inc. [Nasdaq: SDLI] Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Wyätt Gwyön who wrote (3528)	11/21/2000 10:37:35 AM
From: pat mudge	of 3951

SSB's going to have to eat its words. John Roth mentions optical components several times in this morning's presentation. Component shortages are real. . . wish I had more. . . Raman, still a fine art, not where silicon industry is today . . . if I could own them, I would. . . optics is critical (to NGN). . . " Also of note, Roth said a year ago they estimated the industry would grow 14% to 15% and and that NT would grow 6% faster than that. By the end of 2000 they'll be up 40%, 2X over expectations. Carriers will also beat their targets by a similar number. They under estimate. It's traditional. I'll post Q&A later today. Pat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next