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Technology Stocks : TLAB info?

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To: JMD who wrote (3311)8/25/1998 8:58:00 PM
From: DMaA   of 7342
 
On the other hand, how could T be stupid enough to disqualify a supplier? Exactly what I was thinking about when I said that if this is what T was trying to do it was short sighted. I'm rather sensitive to the one supplier problem right now living in a city serviced 80% by one air carrier that's going on strike.

The only other answer is that CIEN management both has a piece of garbage product and managed to completely piss off T. There really is something funny about CIEN. I've been thinking this since Guilder panned them one month and then turned around and gave them a thumbs up a month latter. And then he posted a couple of weeks ago saying how much he thought of CIEN and the wisdom of TLAB/CIEN. I have never seen him desend from his 10,000 foot view of things to say so much ( and such contradictory ) things about any individual company.

It's a real mystery. Don't expect to ever get a satisfactory solution. And the worst part is, I can't for the life of me think of a way to profit from the situation.
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