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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Clappy who wrote (8809)	10/19/2000 4:29:31 PM
From: im a survivor	Read Replies (2) \| Respond to of 65232

Anybody have any comments on RMBS. Awesome quarterly report. Excellent guidance for the future. Several strong buy reit's and target numbers from $165 - $200. Obviously, nice day for RMBS...up about $11......... Yet, we have INTC talkin smack......I mean really negative comments about RMBS....yet they are tied to rmbs til 2003?!!? One analyst says RMBS is dead meat.....many others say RMBS will be huge gorilla and INTC comments taken out of context. Several folks I have spoken to are concerned about INTC comments and have lightened their positions into this rally. Others I have spoken to are buying into the rally, seeing it as a breakout and enjoying the quarterly report and glowing future guidance from both the company, and several big boys. Personally, I am having a hard time sorting it all out. Umtil I heard the INTC comments, I was very upbeat about rmbs...I mean the numbers and future sure looked good in the quarterly's......RMBS is up $11 on the day INTC comes out with negative comments, so it would seem the market has dismissed this ????? INTC is tied to rmbs til 2003, yet they talk bad about RMBS??? Anyway, just wondering what porchers were thinking about this. I noticed nobody seems to even be mentioning this on the porch. Over on the RMBS thread, there are decent arguments on both sides of the coin....... So porchers, who do we believe.....the $165 targets and glowing reports or the rmbs is dead meat opinion??? As I said, RMBS up $11 after<i/> intc negative comments, so do we go up from here, or do we tank big time on typical FUD??? Keith@i'vebeenawfullyquietforaweeknow,butamcuriousastotheconsensusopiniononrmbs.com

To: Clappy who wrote (8809)	10/19/2000 4:34:35 PM
From: Dalin	Read Replies (2) \| Respond to of 65232

SDLI kicks butt!! SDL Announces Record Results for 2000 Third Quarter Revenue Rises 33 Percent and Pro forma Operating Income Increases 52 Percent Versus Prior Quarter SAN JOSE, Calif., Oct. 19 /PRNewswire/ -- SDL, Inc. (Nasdaq: SDLI - news) today announced record revenues of $146.5 million and pro forma net income of $40.4 million, or $0.45 per diluted share, for the third quarter ended September 30, 2000. Driven by significant increases in shipments of communications products for both terrestrial and undersea fiber optic systems, third quarter revenue was 208 percent above that reported for the year earlier quarter ended September 30, 1999 and 33 percent higher than revenue in the second quarter of 2000. Revenue from fiber optic communications products increased 38 percent over the second quarter and by 332 percent over the prior year quarter, and represented a record 90 percent of total revenue. Sequential growth remained strong in both terrestrial (up 42 percent) and undersea (up 28 percent) sectors of the fiber optic communications business. Including merger expenses, purchased intangible amortization charges, non- cash stock compensation expense and payroll tax on stock options, the company reported a net loss of $115.8 million, or $1.34 per diluted share, for the quarter. On a pro forma basis, SDL reported net income of $40.4 million, or $0.45 per share, for the quarter, an increase of 420 percent over the $7.8 million, or $0.11 per share, pro forma net income for the quarter ended September 30, 1999. Pro forma operating income rose by 52 percent over Q2 2000 and increased by more than six times over such income from the prior year quarter. Due to improved product mix, higher yields and volume efficiencies, the third quarter pro forma operating margin expanded to a record 39.4 percent of revenue.... biz.yahoo.com