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

To: riposte who wrote (376)	8/11/1999 1:53:00 PM
From: OWN STOCK	Read Replies (1) \| Respond to of 3951

From the Yahoo SDLI Thread: Quote: New Salomon Smith Barney comments about JDSU: Technology at the Crossroads Salomon Smith Barney Friday, August 06, 1999 In the communications segment, we believe JDS Uniphase and Cisco offer a good example. Analyst Lissa Bogaty projects that JDS will be able to grow its earnings at a 50% annual rate for the next five years, whereas Cisco is projected to grow its earnings at a 25% rate annually over the same period. Despite a growth rate twice that of Cisco, JDS trades at a similar multiple on year-forward, fiscal earnings estimates. Part of this reflects the fact that Cisco is a large-cap, recognizable name; however, we would rather buy JDS which trades at 1.7x growth than Cisco which trades at 3.4x growth, as the upside potential appears greater for JDS. READ TOTAL REPORT AT: techstocks.com End quote The only thing I would add is that SDLI has outperformed JDSU in terms of percentage returns, so I would suggest SSB take a closer look at SDLI...and then rewrite their whole story... -Own