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

To: Wyätt Gwyön who wrote (2691)	9/7/2000 9:05:41 PM
From: pat mudge	Read Replies (2) \| Respond to of 3951

I don't think SDLI is guilty of this practice in their pro-forma earnings, although I remember one enthusiastic analyst explained that the latest Q's pro forma woulda been 36 cents if they'd backed out the 2.7 mil or whatever of options-related payroll tax. That's a significant amount considering they reported .33. I've never known SDL not to be conservative and if they do make changes to how they report, I'm sure we'll get fair warning. Switching topics, here's some stats from Dell-Oro: lightreading.com With this caveat: But Clavenna cautions against drawing too many conclusions from the figures. "Alcatel is doing better with its DWDM products," he says. It's not doing as well with Sonet. When you clump all of the optical networking gear this way into a single number, it doesn't tell the whole story." Market share numbers can be deceiving, and in the case of ALA, the comparisons may not take into account the fact they bought Newbridge, which would certainly skew percentages. Pat