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

To: ms.smartest.person who wrote (2234)	7/16/2000 10:31:45 AM
From: pat mudge	Read Replies (2) \| Respond to of 3951

Plus, says Cowen's Kedersha, look at the industry's underlying growth, which is the real fuel for such an acquisition. "Never has there been such a demand for capital goods like there is now for optical networking equipment," says Kedersha. "Every time I make a revenue model, I have to alter it because sales estimates have increased. Every time I make a best-case scenario, it always gets better. There just doesn't seem to be any end in sight for this industry." If so, $41 billion might seem like pocket change in a few years. Besides all the comments on numbers, it's good to see a positive slant on the regulation process. Kedersha's right on the almost constant need to change estimates. Thanks for posting. Pat