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Technology Stocks : TLAB info?
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To: Katherine Derbyshire who wrote (5828)7/6/1999 9:38:00 PM
From: Ian@SI  Read Replies (2) of 7342
 
My guess, and I emphasize the word "guess", is that TLAB will come up against NN more than CSCO.

CSCO has gone back to square one on its ATM strategy.

TLAB's strength has been the carriers, the same market segment as NN has sold into.

NN is in the process of releasing details on its suite of IP products that integrate with its ATM switch.

I'm not absolutely certain that TLAB will compete with NN as opposed to complementing it.

Ian.
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