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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (4751)	7/19/1999 11:57:00 PM
From: Charles R	Read Replies (1) of 12823

Mike, <I just picked this off the CC for Q2. TLAB said port cards represented 2/3rds of overall Titan sales. Is this possible or did I hear something wrong? They also broke out exact figures for Titan. I'm afraid I didn't jot it down. Anything meaningful you can get out of the port card statement?> I heard the same thing that you heard. Some additional numbers: 2Q total - $540M; Titan - $319M; Martis DXX - $90M; Echo Cancellers - $57M; Cablespan - $17M Titan was driven by wireless numbers which covered up some of the slowing down growth in traditional CO market. The biggest negative is the Martis number. I had high hopes for Martis and I should say this is like any other developing world story - product ramps are painful. I like the company and management but continue to remain on the sidelines because of my concerns about the companies ability to deliver the growth rate to justify the valuation. In my experience, companies typically have a problem establishing a new revenue stream outside their core area (Titan or cross connects in Tellabs case). Can Tellabs do it? Would be a great story if they can. Chuck

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