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

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To: synchro_fan who wrote (3706)12/29/2000 12:17:16 AM
From: pat mudge  Read Replies (1) of 3951
 
The reason is that Roth mislead us in the last quarter. They were not forthcoming about the loans to their customers so why believe them now.

I don't own NT and haven't followed it closely, so tell me, was this the first time Roth wasn't forthcoming? How did the information about customer financing impact numbers? I thought analysts were disappointed that fiber optics only grew 90% y/y when they were expecting 150%, or something like that. Roth explained it had to do with installation challenges. Do you think he was being truthful?

Pat
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