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

To: TimeToMakeTheInvs who wrote (1207)	4/20/2000 10:33:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 3951

From JP Morgan's SDLI report just out: . . . . We are increasing our EPS estimate for 2000 from $0.84 to $1.08 and for 2001 from $1.20 to $1.44. The increase is primarily due to higher gross and operating margin estimates which we are increasing by 200 to 400 basis points across in each quarter going forward. We believe that SDL will quickly reach 50% gross margins and will likely be able to sustain these margins as the company has a defensible position in some very lucrative markets. >>>>> And another comment from CSFB's Parmelee: RESEARCH ALERT-SDL reiterated as buy, EPS views upped NEW YORK, April 20 (Reuters) - Credit Suisse First Boston said on Thursday that analyst James Parmelee had reiterated his buy rating on SDL Inc. SDLI.O and had raised its earnings pershare estimates. -- The 2000 earnings per share estimate was raised to $1.05 from $0.81. The 2001 EPS estimate was raised to $1.45 from$1.11. -- The upward revisions to the earnings estimates are a function of higher revenue projections and an improved marginprofile. -- Parmelee said he views SDL as an attractive product cycle play in the high-growth fiber optic component/module industry with significant opportunities for additional upside surprises during the foreseeable future. -- Shares were up 8-5/8 at 171 in trade on the Nasdaq stockmarket.