SDL, Inc. [Nasdaq: SDLI] Message Board

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

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To: Tunica Albuginea who wrote (3793)	1/22/2001 5:36:36 PM
From: OWN STOCK	Read Replies (1) of 3951

Solomon Smyths Website Sez: We expect SDLI to release its fourth quarter and year end earnings after the market closes on January 24th. Our checks with systems vendors and other sources suggest the demand for active optical components remains high, and supplies tight. In fact, Corning singled out pump lasers as one of the most difficult optical products to source. Pump modules comprise the majority of SDLI's sales. Furthermore, the company introduced a number of new pump products, including Raman. As a result, we are anticipating another quarter of strong fundamentals from SDLI. First Call earnings consensus estimates stand at $0.49 per share. We think the company should be able to at least meet, if not slight exceed this level. Our slightly more conservative forecast stands at $0.48 per share, a penny below consensus. Given the capacity constraints in the market on pumps, strong demand for transceiver electronics, lithium niobate modulators, and ramping demand for optical channel monitors, we believe SDLI is well positioned to exceed our forecast. -Own

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