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: pat mudge who started this subject	2/12/2001 10:38:05 PM
From: brightlake2	Read Replies (1) of 3951

From the Merge Analyst Call 1. Meeting completed on Tue or Wed of this week. 2. NT revenue will grow this year, but likely to show up starting in the next quarter 3. Zurich's plant is small but a high profile part of JDSU. 4. Plymouth packaging plant stay with JDSU. This seems to be very important because many questions are related to it. 5. Guidance will show up when the formal merge agreement is announced. Perhaps there will be a new analyst meeting as well (my guess on this point). Expect merger to be positive for the shareholders of the combined company. Presently, forward P/E is about 15% or so higher for SDLI, but SDLI is growing much faster. Therefore, it should probably positive next quarter. 6. NT shares could be sold after it is registered. There is no lockup period. 7. Integration is a key and a lot of questions too. Here is the link: tm.intervu.net Good luck to us. BL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next