Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Voltaire who wrote (9701)	10/25/2000 10:04:33 AM
From: Dalin	Respond to of 65232

Remember what SDLI said: (Stolen from Pat Mudge on SDLI thread) Message 14621366 Q4 growth of 15% or better with similar margins as Q3. Similar guidance we’ve given all year. Possible that tax rate may increase to 37 in Q4. We estimate 2001 revenues will increase 100%. Op margins low to mid 30s. No updates possible until the next conference call except via press releases. . . .Will be over $1billion in 2001. Might be able to do significantly better than that. We expect to be part of JDSU by then. Message 14621570 Q: As you get bigger, your growth rate accelerates. I like that. Do you see slow-downs in any part of the company? A: We were a bit disappointed in PIRI. We’re seeing extremely good results across the product line. Products in high demand the customers are continuing to jump after our product line. , , , Q: Comment on book to bill? A: We don’t give that number. It was way over one. Has been way over one for six straight quarters. :0) D.