Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: 10K a day who wrote (1664)	6/10/2000 5:12:00 PM
From: SJS	Respond to of 3951

Interesting point to consider. I will watch that. Thanks for bringing to this thread's attention. biz.yahoo.com I am out of the stock right now, so it doesn't influence my holding it. Steve

To: 10K a day who wrote (1664)	6/10/2000 5:18:00 PM
From: Jack Hartmann	Respond to of 3951

Impristine. I am looking for a dip around $220 to buy back in. Any help you can provide would be appreciated. <gg> You need to post this stuff on Yahoo. Get those weak hands out. Jack

To: 10K a day who wrote (1664)	6/10/2000 5:32:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Impristine --- I believe there have been a few misunderstandings, among them the number of shares sold by the CEO. Several of the 120,000 listings were buys, not sells. The following facts should help you sort out answers to your questions over the past few days: From SDL's latest proxy statement: 1) CEO, Don Scifres helped found the company in 1983: Dr. Scifres has been Chief Executive Officer, President and a member of the Board of Directors of the Company since he helped found the Company in 1983. In 1992, Dr. Scifres became Chairman of the Board. Dr. Scifres earned a B.S. degree in electrical engineering from Purdue University in 1968, and M.S. and Ph.D. degrees in electrical engineering from the University of Illinois in 1970 and 1972, respectively. From 1972 to 1983 Dr. Scifres held increasingly responsible positions at the Xerox Palo Alto Research Center including Manager of Optoelectronics and Xerox Research Fellow. Dr. Scifres is a member of the National Academy of Engineering and a Fellow of the Institute of Electrical and Electronic Engineers and the Optical Society of America, holds over 100 U.S. patents and has won a number of industry awards, including awards for commercialization of semiconductor optoelectronics and laser technology. Dr. Scifres has also served as the President of the Laser and Electro-Optics Manufacturers' Association and the IEEE Lasers and Electro-Optics Society. >>>>> 2) Don Scifres' holdings: Donald R. Scifres (5).................... 3,466,722 4.7% (5) Includes (i) 1,983,678 shares held by The Donald R. and Carol D. Scifres Revocable Living Trust, (ii) 46,600 shares held by the Scifres Family 1999 Charitable Unitrust UAD 12/22/99, (iii) 48,800 shares held by the Palo Hills Foundation, (iv) 212,960 shares held by Dr. Scifres' three dependent children and (v) 939,216 options exercisable during the sixty-day period following March 23, 2000. Of the 635,800 listed by InsiderTrader, 240,000 came after the above filing, bringing his current shares held to approximately 3,226,722. 3) Manufacturing expansions, as listed in last earnings' CC: Subject 23818 * Have to ramp through facility expansion and yield improvements * New manufacturing in Santa Clara and Victoria, B.C. * Adding to most sites over the next 6 months * New facility in Mass. From 12,000 square feet to 20,000 * 12,000 sq. ft. expansion in U.K. will be completed in 4Q * Adding 50,000 square feet in California, will also be completed in Q4 * Expanding Veritech facility in New Jersey, from 18,000 square feet to 60,000 or more. * Yield improvements: reduced manufacturing inefficiencies and increased yields * Automation will increase yields 4) Company adding key technologies through acquisitions, again from last CC: * RAMAN came through Polaroid which we bought in 1999. Modulators are significant growth opportunity. RAMAN market will go from $10 million in 1999 to $1.9 billion in 2004. Without acquisitions we could not have been leader. * Market expanded by Veritech acquisition. High frequency testing capabilities. They were leaders in undersea, now moving to terrestrial market. Several design wins, some including production contracts. This is why we're tripling New Jersey facility. * Queensgate --- for all optical networks. As more systems move to all optical, there is more demand. Veritech has the only network monitoring system to measure both C & L bands. This market over $1 billion by 2003. * PIRI added after the last conference call: newsalert.com * This acquisition resulted in upgraded earnings: newsalert.com * Importance of PIRI acquisition as explained in H&Q report: Message 13683653 5) articles on industry growth: newsalert.com lightreading.com lightreading.com lightreading.com >>> I apologize for the random nature of these links. If I had more time I'd arrangement them better. Just the same, I hope you're able to better understand SDLI after you've read the above. Pat

To: 10K a day who wrote (1664)	6/11/2000 4:36:00 PM
From: OWN STOCK	Read Replies (2) \| Respond to of 3951

IMpristine.... Do I detect a bit of anti-capitalism in your posts? Why do you buy and sell stock....to get poor? Knowing Don for many years, I can honestly say there is not a SINGLE CEO more caring about his employees and his company: >>>>> There are literally hundreds of neuvo-millionaires in the Valley (and in Canada) thanks to him, and a bit to Greg Dougherty, and a bit to good luck. >>>>> He is today driving a (used) Mercedes one of his relatives handed down to him, because the old Detroit clunker he was driving was just not working anymore. >>>>> Don is (with apologies to his doctorate) MR MIDWEST...conservative in dress and manner. He has worked hard to make the company what it is today...after 14 plus years he deserves more than he is getting, for having made a lot of people very wealthy, and adding to the technical competitiveness of this country. >>>>> I happen to know he donates quite generously to a number of charities, and does so without attribution or fanfair. He does not "live large" like some CEOs. That's not his style. I wish there were a lot more CEOs like him in the valley. There aren't too many. If you would shut up and listen to the board for awhile before you post, you might learn a few things. You would in the process rid yourself of your obvious ignorance, and possibly get rich too... -Own