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

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To: Diana who wrote (3731)	1/3/2001 10:58:30 AM
From: pat mudge	Read Replies (1) of 3951

I would be very grateful for any educated guesses as to P/E for the combined JDSU/SDLI. What with the combination, the Goodwill accounting changes, and the synergies, I am totally at sea. For those very reasons I look at price to sales and compare to others in the sector: JDSU --- 15.64 SDLI --- 28.40 GLW – 6.22 NUFO – 12.78 AVNX – 27.24 NEWP – 10.18 NT – 3.05 ALA – 1.95 None of the above is apples-to-apples since no one has the breadth of products as SDLI/JDSU. In addition, the large vendors like NT and ALA don’t focus entirely on components. Compare price to sales of a couple other techs: JNPR -- 80.85 SCMR -- 23.74 AMCC -- 60.19 PMCS -- 21.60 BRCM -- 20.38 The next step, of course, is to look at their estimated growth rates and see if you're willing to pay a premium. JDSU's is estimated at 119% for 2001 and SDLI's at 93.5%. Pat

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