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

To: Frank Ferrari who wrote (3080)	10/20/2000 11:52:24 AM
From: pat mudge	Respond to of 3951

From Chase H&Q: Upside Drive by Submarine & Terrestrial Pump Strength and Expanding Margins · SDL reported $146M/0.45 for Q3:00 (pro forma), exceeding our $142M/0.38 (and the consensus $0.38) estimates. Gross and operating margins improved dramatically. · Overall, business was very strong, especially in 980 nm pump modules --- both for submarine and terrestrial applications. AWG (PIRI) business was essentially flat due to problems at Lucent, but the outlook for this business is extremely positive. · New product developments, particularly in Raman, 980 pump lasers, and lithium niobate modulators, should continue to fuel SDL’s double digit growth rate. You have to figure big numbers are going to come out of NT. Someone is using all those parts <g> I noticed on NEWP's conference call that Canada represented a huge portion of their sales. If that's not a clear signal, I don't know what is. :)) Pat