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

To: Wyätt Gwyön who wrote (2640)	8/25/2000 2:35:37 PM
From: pat mudge	Read Replies (1) \| Respond to of 3951

Thanks for digging out the numbers. I don't think anyone's factored in PIRI's potential and understandably since the expansion was set to begin at the close of the acquisition. We need a couple quarters to be able to gauge the ramp. Again from the SCMR conference call, their management said they're stock-piling components (building up inventories of key components) because of the shortages. You'll recall at the annual meeting Don saying they had many of the smaller companies on allocation. I believe he listed SCMR by name. Pat