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

To: pat mudge who wrote (1301)	5/8/2000 9:05:00 PM
From: Craig McNeill	Read Replies (1) \| Respond to of 3951

Pat, thanks for sharing. With all that capacity coming on-line, and new products, execution will be key. I've been pleased to date with SDL's mgmt in this regard. Any comments on confidence in mgmt ? I assume the post meeting buzz on SDL was very positive. Thxs again.cm

To: pat mudge who wrote (1301)	5/8/2000 9:08:00 PM
From: PLeaps	Respond to of 3951

Thanks for the outstanding report. eom

To: pat mudge who wrote (1301)	5/8/2000 9:56:00 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 3951

Pat, Great report. So who does SDLI see as their main competitor next year? Jack

To: pat mudge who wrote (1301)	5/8/2000 11:11:00 PM
From: pass pass	Read Replies (1) \| Respond to of 3951

Q: What about valuations? A: No way to justify these valuations --- eventually things come back to those that make sense. Look at best companies in highest growth areas. There'll be further rotation into semis --- market won't sell off on valuations alone. We could see multiple expansions in this flight to quality. What does this mean? No way to justify valuation of SDLI or its competitors? Multiple expansions of SDLI or some other companies? Thank you for your time.