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

To: Wyätt Gwyön who wrote (1643)	6/9/2000 1:14:00 PM
From: Ben Wa	Read Replies (1) \| Respond to of 3951

all I did was quote what alex brown was using. they could raise their estimates, but the pe for this and other optical stocks clearly reflect the belief that published estimates are too low. the stocks and group could continue upward based purely on price momentum buying, which is one factor that got the nasdaq into big trouble earlier this year.

To: Wyätt Gwyön who wrote (1643)	6/9/2000 2:05:00 PM
From: pat mudge	Respond to of 3951

Mucho -- I agree with your analysis for several reasons. One, I don't think any analysts are factoring in the second line from PIRI. At the annual meeting Don said it would be up within 12 months. Just doing the numbers based on PIRI's current revenues using one line on one shift for only 5 days a week, ramping to 7/24, then doubling for a second line, I think you'll find growth rates considerably higher. H&Q is estimating 140% y/y rev growth for 2000, and beyond that I believe they're basing their numbers on current capacity. Two, I doubt analysts have factored in the full extent of the extended contracts with JDSU, Corning, and I believe ALA. (They're listed in H&Q's May 26 report.) Okay, on a slightly different note, here's the conference schedule from SDL's web site: >>>>>>> SDL anticipates participating in the conferences listed below. June 12-13, 2000 CIBC Communications Conference New York, New York August 2-3, 2000 U.S. Bancorp Piper Jaffray Communications Conference Boston, Massachusetts September 11-14, 2000 DLJ Annual Growth Stock Conference New York, New York September 18-22, 2000 Banc of America Securities Conference San Francisco, California November 13-15, 2000 Warburg Dillon Read Telecommunications Conference New York, New York >>>> Pat