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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Susan G who wrote (24210)	2/3/1999 1:05:00 PM
From: Jenna	Respond to of 120523

NDB, and NSPK. Susan. there are arguments for and against. BOBJY sold off a bit but look at it now I don't have enough of BOBJY to enjoy the gain (100) Then there is MENT. NSPK is at the high of the day and I would wait for the end of day. Before today the chart still showed some bearishness but that is all over now and volume indicators are exploding. It's well off its high of 33 but also far from its low of 4.4. It has quite an price span. I might do as I did with NDB, selling off most of my position but holding just enough to enjoy the 8 1/2 point gain (300 shares). I will probably sell 3/4 and leave 300 over.

To: Susan G who wrote (24210)	2/3/1999 6:16:00 PM
From: Jenna	Respond to of 120523

SDLI once again record earnings there goes the 52 week high. SDLI was overbought and was only an alternate this quarter after being an earnings play for 3 out of the last 4 quarters. For the fourth quarter ended December 31, 1998, SDL reported record revenues of $29.4 million compared to $24.8 million in the fourth quarter 1997. Fourth quarter 1998 net income more than doubled, rising 125 percent to $4.1 million, or $0.28 per share on a diluted basis, compared to net income of $1.8 million, or $0.13 per share on a diluted basis, reported for the fourth quarter 1997. Diluted earnings per share were computed on 14.9 million shares compared to 14.4 million shares in 1997. For the year ended December 31, 1998, SDL reported record revenue of $106.1 million and net income of $12.8 million, or $0.87 (by the way I follow this company and analysts 1/2 year ago predicted $0.69 for 1998) per share on a diluted basis, compared to revenues of $91.4 million and a net loss of $24.7 million, or $1.83 per share on a diluted basis, for 1997. Shares used in the computation of diluted per share amounts for 1998 were 14.7 million shares compared to 13.5 million shares in 1997. SDL has a product that speeds the growth of data through the phone networks. It has somthing called pump lasers that allow for wavelength division multiplexing a new approach to fiber optics that lets phone cable carry much more data. The tiny lasers found on microchips help telecom companies transform one channel cables into multilane data highways with 40 or more channels transmitting voice and data at the same. This transformation is just beginning. Sales of the 980 nonometer laser SDL's flagship product should top $500 million by '-3, up just $45 million last year, says an analyst at CIBC Oppenheimer. SDL and Uniphase make 90% of those lasers, so both firms are well positioned to benefit form the surge in demend. Plus, the ultrahigh-tech nature of the proudcts all but prohibits new players from enering the market. Because the worldwide adaption of the Internet has now become a global phenomenom and it has made their undersea optical cables now in demand. Their profitability is really something to behold: ROS (Return on Sales) : 57.4% Divisional Margins : 4.4% Cash Flow Margins : 63.8% ROA (Return on Assets) : 55.6% ROE (Return on Equity) : 68.4% In the second quarter SDL earned 20 cents a share , up 186% from a year ago. and another 71% or $1.18 99.