SI
SI
discoversearch

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.
Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DenverTechie who wrote (1876)6/28/1999 5:36:00 PM
From: Charles R  Read Replies (1) of 12823
 
DenverTechie,

<The Tellabs Titan is the absolute best digital cross connect on the market and the last time I looked sales had broken a record and sales growth percentages were at an all time high. I think this at their last earnings report. Well run company, very good management, >

I am in complete agreement with everything you say here but I have been a bit shy in getting into Tellabs in the last 6 months. I keep thinking that their T1 cross connect volumes will drop. My reasoning is that second and third line residential business will take the CO switch/cross connect growth only so far and this business will slow down because all the DSL and other internet related access stuff will dramatically reduce the cross connect port shipments. (what I mean to say is that the absolute bandwidth will go up but the units will drop)

But, I should say, I am surprised by Tellabs stock performance. What gives? Is there a flaw in my thinking or does Tellabs have strong product offerings in other areas to offset the drop off in T1/E1 cross connect port growth?

Thanks,
Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News