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Technology Stocks : TLAB info?

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To: Frank A. Coluccio who wrote (5796)6/28/1999 10:15:00 PM
From: Mahesh  Read Replies (1) of 7342
 
Frank,

While I do not know the exact numbers, I have looked in the past the numbers published by reports such as Ryan Hankin Kent and others research houses.

Typically associated with every switch is a cross connect, so from a numbers perspective for every switch there is a cross connect and more. These cross connects are typically wideband (i.e. switch at T1 level) which is what tellabs make. In some cases narrowbands are either direcly connected to switches in lieu of widebands or as servers to widebands. narrowbands switch at DS0 level. Tellabs also markets these. Broadbands which are not as widely used today as widebands are made by Tellabs competitors. however business in broadbands (switching at DS3 level)is much smaller than in widebands.

Tellabs recently announced a broadband cross connect at the supercomm, I believe and this switch is primarily optical interfaces compared to broadbands in the market place today which are small in size and with few optical intrfaces. All these other companies have also announced next generation broadbands, however with the Tellabs recently announced product, the race is probably close.

Re, wideband, based on info in some industry reports that I have seen in the past, tellabs marketshare is above 50% and increasing at a rapid rate. In Narrowband products tellabs share based on my recollection of some reports was at over 35% and increasing rapidly. Other competitors in the field are Tadiran (small wideband systems), Alcatel, DSC (got acquired by Alcatel) and Lucent and other smaller competitors. By far Tellabs leads these competitors to my understanding.

Mahesh
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