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

To: brightlake2 who wrote (1718)	6/13/2000 8:23:00 PM
From: pat mudge	Respond to of 3951

After a day like today, I figured SDL might get a few mentions. Sure enough . . . June 13, 2000 SDL CFO Sees 2Q Revenue $104M, Gross Margin Over 50% By JOHNATHAN BURNS NEW YORK -- SDL Inc. (SDLI) should see $104 million in second-quarter revenue and a core growth rate in the 20% to 25% range, Chief Financial Officer Michael Foster said Tuesday. Gross margins should be over 50% in the ongoing quarter, he said, while the company should see an operating-income growth rate of about 30% in the long term. "It's going to be higher than that over the next few quarters," Foster said. He issued the guidance - consistent with past statements - at the CIBC World Markets Corp. telecommunications conference in Manhattan. Foster said SDL is well-positioned as fiber-optic systems makers migrate to faster equipment. "Everybody's working on 40 gigabits per second, and in the case of Nortel, 80 gigabits per second," he said. "What they've seen is they need (SDL's) Raman amplifier to power those systems. That could very well be our biggest market in a couple of years." Foster said SDL will also develop more products that integrate various functions now performed by combining several separate components. And he said SDL remains open to making acquisitions in a way that rounds out its product portfolio. >>>> [Interesting to see Mike Foster doing the presentation. Anyone know if Dave Welch or Don Scifres was there?] >>>>> June 13, 2000 SDL Up 8% On Talk Corning Interested In Takeover Dow Jones Newswires By Janet Whitman NEW YORK -- Shares of SDL Inc. (SDLI) ended Tuesday's regular session up 8.1% amid talk that the fiber-optic-equipment company may be acquired by Corning Inc. (GLW), the world's leading maker of optical fiber. SDL shares gained 21 13/64 to 283 3/16, on trading volume of nearly 8 million shares, compared with average daily volume of 3.7 million. The Street.com reported that a merger between the two companies was possible. Analysts said, however, that such speculation is not new. "It's purely a rumor," said one analyst who preferred not to be named. "Neither company has confirmed they're in discussions." SDL declined to comment on the rumor, citing company policy. Corning wasn't immediately available for comment. . . . >>>>>> >>>>>> June 13, 2000 Blue-Chip Stocks, Nasdaq Rise On Encouraging Economic Data By ROBERT O'BRIEN Dow Jones Newswires NEW YORK -- Technology companies peppered Wall Street with some upbeat announcements in Tuesday's trading session, sending market averages narrowly higher in modest trading. Broadcom, the Irvine, Calif., communications chips maker, said it planned to acquire privately held Innovent Systems in a stock swap. This helped spur gains in some of the communications products makers. Ciena, for example, added 5 9/16 to 144 15/16 on the Nasdaq Stock Market. Fiber-optics companies also rallied, as speculation about further consolidation in the sector spread among traders. SDL, for example, shot up 21 13/64 to 283 3/16 on Nasdaq. Corning, coming off a 10% rally on Monday, when it said it would beat Wall Street's profit targets, gained 12 7/8 to 243.

To: brightlake2 who wrote (1718)	6/13/2000 8:34:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 3951

Market caps as of today's close: JDSU/ETEK --- $112.5 billion SDLI/GLW --- $90.54 billion I figure the gap could be closed in a heartbeat. Price-to-sales comparisons: SDLI --- 84.57 GLW --- 12.14 JDSU --- 70.83 ETEK --- 61.08 (SDL's is misleading since the numbers don't reflect PIRI) Just the same, you can see which one has a lot of head-room. It's fun to speculate, especially since the quacking duck makes such big footprints. :) Pat