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

To: 16yearcycle who wrote (3000)10/19/2000 1:16:13 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 3951
 
Guidance was for 25% sequential, and I believe last Q's pro forma was 33 cents. Zacks gives consensus at 38, but my calculator says 25% sequential is 41. I would guess 30% sequential (with 50%+ GMs) would be a blowout, but perhaps more important than the exact figures for this quarter will be mgmt. comments on forward guidance, as well as prospects for merger completion. Current spread is about 17.6%, so any positive comments on the merger could provide some upside.



To: 16yearcycle who wrote (3000)10/19/2000 1:46:40 PM
From: pat mudge  Read Replies (2) | Respond to of 3951
 
Last quarter was $110M./$0.33 (pro forma) and guidance is for "25% or greater" growth as well as for further improvement in margins. Not sure how analysts do the math, but for EPS alone, we could see $0.41, and as Mucho noted, consensus is for $0.38.

Their PIRI acquisition has enormous potential and those who follow the company closely will be anxious to see those numbers.

Pat


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