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Technology Stocks : Tellium
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To: Andrew N. Cothran who wrote (54)10/31/2001 9:44:05 PM
From: Kevin Thompson   of 72
 
Andrew,

I listed to all the conference call info on their web site, and I think the reason there is such a HUGE short interest in the stock is that they essentially have only three customers- 1)Dynagy, 2)Qwest, and 3)Cable and Wireless - and C&W just pushed their order out for at least a quarter. People are incredulous that the company will make its goal of $288m in revenue next year- but to date they have CONSISTENTLY over-delivered.

Their business plan also requires a few new contract wins- but even as bad as the market has been, just a week ago, they have re-affirmed guidance for the $288m.

So this is definitely going to be an interesting few months ahead.

With such a large short interest for the size of the float, any positive news will really buoy the stock.

$Kev$
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