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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (362)	7/28/1999 12:42:00 AM
From: Suresh	Read Replies (1) \| Respond to of 3951

Hi, could you provide the CC replay number and access number ? Thanks Suresh

To: pat mudge who wrote (362)	7/28/1999 6:08:00 PM
From: jay silberman	Read Replies (2) \| Respond to of 3951

From yesterday's 'briefing.com' [mostly about SDLI]: 13:40 ET ****** Earnings Preview : Investors/traders staking out a position in shares of semiconductor maker SDL Inc (SDLI 63 1/2 +3 5/8) ahead of company's Q2 earnings report. As Briefing.com has discussed several times over past two weeks, one of strategies employed by momentum players this earnings season has been to pile into techs that post blow-out quarterly results, are trading within striking distance of their 52-week and have some tie-in with the Internet. At least two stocks riding this theme today: hi/fn Inc (HIFN 93 1/2 +14 78) and Cheap Tickets (CTIX 47 5/8 +7 9/16).... Earnings Outlook: SDL Inc certainly fits the profile. Although, not a definite that company will beat estimates when numbers are released after-the-close, SDLI's history of exceeding Wall Street projections suggests above average chance. Over past three quarters, company has topped views by an average of 34%. This qtr, Wall Street expecting EPS of $0.16 (range $0.15 to $0.19), compared to year-ago net of $0.08... Trading Near Highs: Shares have leapt 220% since the beginning of the year and rocketed almost 1500% from their one-year low. Currently, SDLI trading about 9 points below 52-week high of 72 3/8... The Net: SDLI lifted into the spotlight as money has trickled down from the Internet pure-plays to infrastructure companies. As suppliers of components to companies building fiber optic systems, companies such as SDLI naturally benefitting from the build-out of telecom/multimedia infrastructure... Clearly, no guarantees that SDL Inc will report upside numbers and, if it does, investors/traders will bid the stock up. Moreover, given magnitude of advance over the past six months, SDLI likely to be drawn-and-quartered should company miss its qtr or warn of slowing growth. But regardless of outcome, always prudent to be aware of the trend de jour in the world of momentum investing... Other tech companies scheduled to release earnings this evening include: MindSpring Enterprises (MSPG), Computer Sciences Corp (CSC), TheStreet.com (TSCM), Cree Research (CREE), eToys Inc. (ETYS) and InfoSpace.com (INSP). - DS