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

To: SJS who wrote (1501)	5/30/2000 4:18:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Steve -- I don't know where we're headed ST, but I do know Supercomm starts next week and there should be a lot of interest in infrastructure companies then. SDL won't be there, but growth in the networks that power the Internet will be center stage. I'll be there. :) Pat

To: SJS who wrote (1501)	5/31/2000 12:20:00 AM
From: Jerry Miller	Read Replies (2) \| Respond to of 3951

"I took some profits on SDLI today. Gosh... 60 points in 2 days!! I'll get it back around 200. The stocks showing quite a fight here, and I think that high 220's are the ST top." you couldn't have said it better. that gap at 200 has to be a short term priority. be nice to have this bit of technical housecleaning done by Friday. so i'm giving these June 220 puts, 2 days to perform.

To: SJS who wrote (1501)	5/31/2000 1:19:00 AM
From: pat mudge	Respond to of 3951

Wall Street Journal articles for 5/30/00 Analyst Ratings Summary: Thomas Weisel, "strong buy." interactive.wsj.com Technology Briefs: [Not sure why Friday's news was published on 5/30] interactive.wsj.com@5.cgi?mfmuse/text/wsjie/data/SB959639256799426878.djm/&NVP=&template=atlas-srch-searchrecent-nf.tmpl&form=atlas-srch-searchrecent-nf.html&from-and=AND&to-and=AND&sort=Article-Doc-Date+desc&qand=&bool_query=sdli&dbname=%26name1%3Ddbname%26name2%3Ddbname%26name3%3Ddbname%26period%3D%3A720&location=article&HI= SDL Stock Jumps 18% as Firm Says Net Will Beat Estimate SDL Inc. said it expects to report better-than-expected sales and operating profit for the second quarter on strong demand for its fiber-optic components. The announcement drove its shares up 18% on Friday. SDL, San Jose, Calif., said it expects to report operating profit of $25.9 million, or 31 cents a diluted share, before charges and gains for the quarter ending June 30. Analysts surveyed by First Call/Thomson Financial were expecting the company to earn 25 cents a share. In the year-earlier period, SDL had net income of $5.9 million, or 18 cents a diluted share, on sales of $43.2 million. SDL said in the current period it anticipates sales of about $104 million, representing a 44% increase from the first quarter. The company attributed the boost in revenue to increasing demand for its products used in telecommunications equipment. It also said it would include $5 million in sales from closely held Photonics Integration Research Inc., a Columbus, Ohio, maker of optical-networking parts that it acquired this month. In 4 p.m. Nasdaq Stock Market trading Friday, SDL rose $29.75 to $197.75. Nasdaq Posts Record Gain as Micron Technology Rises: interactive.wsj.com@1.cgi?mfmuse/text/wsjie/data/SB959690072499741542.djm/&NVP=&template=atlas-srch-searchrecent-nf.tmpl&form=atlas-srch-searchrecent-nf.html&from-and=AND&to-and=AND&sort=Article-Doc-Date+desc&qand=&bool_query=sdli&dbname=%26name1%3Ddbname%26name2%3Ddbname%26name3%3Ddbname%26period%3D%3A720&location=article&HI= SDL climbed 24 1/8 to 221 7/8 on Nasdaq, extending Friday's gain, when the stock rose 17%. The San Jose, Calif., fiber-optics maker said Friday it expected second-quarter results would come in better than analysts anticipated. In a research note, Credit Suisse First Boston reiterated its buy rating on the stock. Stock Rating Reiterations: SDL Inc. SDLI CSFB Buy interactive.wsj.com@1.cgi?mfmuse/text/autowire/data/DI-CO-20000530-003896.djml/&NVP=&template=atlas-srch-searchrecent-nf.tmpl&form=atlas-srch-searchrecent-nf.html&from-and=AND&to-and=AND&sort=Article-Doc-Date+desc&qand=&bool_query=sdli&dbname=%26name1%3Ddbname%26name2%3Ddbname%26name3%3Ddbname%26period%3D%3A720&location=article&HI= SDL Inc., JDS Uniphase Extend Supply Pact Through 2001 Dow Jones Newswires SAN JOSE, Calif. -- JDS Uniphase Corp. (JDSU) extended a contract to 2001 for SDL Inc. (SDLI) to supply grating-stabilized 980 nm pump lasers to JDS' erbium doped fiber amplifiers. In a press release Monday, SDL said the extended contract more than doubles the base quantities of the original contract. JDS Uniphase supplies optical amplifiers for telecommunications networks. SDL Inc. provides fibers optic networks. interactive.wsj.com@1.cgi?mfmuse/text/autowire/data/BT-CO-20000530-001421.djml/&NVP=&template=atlas-srch-searchrecent-nf.tmpl&form=atlas-srch-searchrecent-nf.html&from-and=AND&to-and=AND&sort=Article-Doc-Date+desc&qand=&bool_query=sdli&dbname=%26name1%3Ddbname%26name2%3Ddbname%26name3%3Ddbname%26period%3D%3A720&location=article&HI= This from CBSMarketWatch: cbs.marketwatch.com Contract extension lifts SDL, JDS By Ted Griffith, CBS.MarketWatch.com Last Update: 6:32 PM ET May 30, 2000 NewsWatch Latest headlines SAN JOSE, Calif. (CBS.MW) - News that JDS Uniphase had extended a contract with SDL Inc. lifted shares of both companies Tuesday. Shares of SDL (SDLI: news, msgs) jumped 24 1/8, or 12 percent, to close at 221 7/8. JDS Uniphase (JDSU: news, msgs) shares rose 10 19/32, or 13 percent, to close at 91 3/32. JDS Uniphase and SDL said the contract extension through 2001 more than doubles the base quantities called for in the previous contract. The announcement of the contract extension did not disclose financial terms. The two companies, which are sometimes competitors, are involved in the laser equipment and fiber optic networking businesses. Under the terms of the deal, SDL supplies pump lasers to JDS Uniphase for JDS Uniphase's fiber amplifiers, which are used in operation of high-capacity, high-speed telecommunications networks. ?SDL has been an excellent supplier to us for many years,? JDS Uniphase CEO Jozef Straus said in a statement. ?As we grow to meet market requirements for amplifiers with increased functionality, we look forward to continuing this relationship with SDL as a supplier of highly reliable pump lasers with consistent performance.? >>> For anyone going to Supercomm, a line-up of optical events, including a presentation by SDL's Dave Welch: fiberopticsonline.com{F293697A-2CB3-11D4-8C3D-009027DE0829}&Bucket=HomeFeaturedArticles And one more, this from EETimes on Lucent's expansion plans: eet.com