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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Timetobuy who wrote (5514)12/19/2001 6:32:52 PM
From: FR1  Read Replies (1) of 6974
 
I assume you mean this:

14:09 ET Tellabs (TLAB) 15.25 +0.75 (+5.2%): Hearing from buy-side traders that TLAB is seeing significant ramp in orders for the legacy Titan 5500, so much so that mfg employees have reportedly been asked to not take any vacation during the holiday; offsetting that a bit is talk that newer Titan 6500 is still not seeing much demand; we have no confirmation of this rumor.

I kind of agree with your idea the telcos will try to play the price squeezing game... They have been doing it for some time.

I remember INTC saying going into this downturn that they remember the '90-'91 recession where they got hurt real bad because they tore down factories thinking recovery was a long way off and would be very gradual. They also worried about share price, etc. When recovery returned they could not gear up because factories had to be rebuilt and competition stepped in and took market share. This time, they said, they will not make that mistake. To their credit they stuck to that idea and it seems to have paid off. Unfortunately, it seems a lot of other companies might be making the same mistake as INTC did in the early 90's.

I think the ATT decision will be significant. Wiping out $1B in debt from ATHM did not hurt either. The downside would be if ATT decides to go it alone and nobody has any confidence in them.
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