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

To: pat mudge who wrote (1318)	5/10/2000 11:40:00 AM
From: jeff greene	Respond to of 3951

Pat -- Thank you again for the conference report! ...PMC-Sierra's CFO John Sullivan said net usage was growing 1000% per year ...LU and IFX (formerly Siemens Microelectronics). Kathy Szelag, LU's VP Marketing, said there were world-wide shortages in both their micro-electronics and fiber businesses ...network traffic seen growing 17X in 4 years With these types of unprecedented growth rates, how are accurate valuations being determined by these guys? If the guidance from management is considered accurate -- 20-25% Q/Q in the near term without synergies, automation or new products really factored, it seems it's a big guessing game. And, therefore we have volatility. Thanks for your insight -- I have neither the experience nor the capabilities to conduct this type of research. Jeff

To: pat mudge who wrote (1318)	5/10/2000 2:19:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 3951

Hi Pat, some very excellent comments that you have noted. many thanks, Looks like business is good at PMCS: PMC-Sierra's CFO John Sullivan said net usage was growing 1000% per year, bandwidth was exploding, semiconductor and fiber optics driving more and more business. Last Q their networking revenues grew 27%; and GMs were 81%. This year estimates are for 100% growth. John

To: pat mudge who wrote (1318)	5/10/2000 11:24:00 PM
From: Jack Hartmann	Respond to of 3951

Pat, Does this earnings summary by briefing.com look correct for SDLI. Hoover contradicts it and I'm not sure which is right. Release Date Actual Zacks Yr-ago Revenue growth Hoovers 19-Jul-00 0.21 0.09 19-Apr-00 0.22a 0.16 0.08 91.7% 0.19 31-Jan-00 0.32 0.26 0.10 92.2% 0.17 26-Oct-99 0.22 0.18 0.07 76.2% 0.11 27-Jul-99 0.18a 0.16 0.04 52.1% 0.05 27-Apr-99 0.33a 0.25 0.19 40.6% 0.05 03-Feb-99 0.28 0.20 0.13 18.4% 26-Oct-98 0.21 0.16 0.17 6.8% 03-Feb-98 0.18a 0.16 0.11 17.5% 20-Oct-97 0.17 0.14 0.07 23.7% Note: (a) Excluding non-recurring items. Jack