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Technology Stocks : TLAB info?

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To: Baldwin who wrote (6524)	2/14/2000 11:38:00 PM
From: Mike	of 7342

Baldwin, Thank you for directing me back to that post. I do remember reading it but it is always good to read that stuff twice. The article was good but did not get to exactly what is going on with the new products. For example below is the end of the article you sent me to. ""[More] visibility in new products [will] get the valuation multiples higher," says Theodosopolous. "People want more confidence in some of their new products." That's the key risk: Unexpected technological shifts in the rapidly changing telecommunications business could catch Tellabs flatfooted. Specifically,growth of voice traffic -- and demand for the equipment that enables -- will eventually level off, and Tellabs has to get new products addressing the new markets into the pipeline soon. But for the foreseeable future, the dial-up Internet infrastructure isn't going away. And that could lead some investors to come back to Tellabs. "" What is really going on now with the new products and the integrated products due to the aquisitions? This is where the money is on TLAB's. I am confident that longer term they will get the job done. But with continued delays they will continue to be punished until results are shown. Thanks again and any comments appreciated, Mike

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