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

To: pat mudge who wrote (2512)	8/7/2000 9:31:35 PM
From: SJS	Read Replies (1) \| Respond to of 3951

Welcome back Pat. Au contraire........I found this (possibly important?, but appears not, based on this writeup from CSFB, today) ________________________________ SDL, Inc. (SDLI-$353 13/16-Cap $27B-Buy) California Judge Rules SDLI Infringed Rockwell Patent FY00E: $1.38, FY01E: $2.00 · Rockwell suit has been active since 1995 and current decision reflects minor judges ruling; Trial date is scheduled for April 2001 (no change); We view announced ruling as a non-event. · Rockwell’s suit asserts that SDLI infringed on patents pertaining to the manufacturing process of semiconductor lasers, however, these patents expired at the beginning of 2000. · While we would assign a 50/50 probability to SDLI winning the case, if SDLI loses, we believe the dollar amount of potential damages would be inconsequential and restricted to a one-time payment as opposed to ongoing royalty payments. · We continue to view SDLI as inexpensive way to buy JDSU (24.7% arbitrage spread) and as an attractive investment based upon outstanding fundamentals as a standalone entity; Reiterate BUY.