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Technology Stocks : TLAB info?

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To: John Biddle who wrote (2441)5/9/1998 4:16:00 AM
From: synchro  Read Replies (2) of 7342
 
The problem w/ bearish articles that show up in Forbes or Barron's is that timing is everything. TLAB's current 2 bread-and-butter products may indeed run out of steam someday--actually that's with 100% certainty that they will be obsolete. But is it going to happen tommorrow? Or the next quarter? Unlikely.

AT TLAB's current price, if you're making new commitments, you are betting that TLAB's management is good enough to be nimble in the telecomm equipment mkt and continue to churn out good products. If you have already have big gains in the stock, it is really questionable whether you should sell it based on what the article said. If you do sell, you are selling based on fear, which begs the question whether you (and your stomach)are made up to invest in the high tech field on your own in the first place.

Now if someone would just find out what the heck they did w/ the $50 million acqusition of Steinbrecher wireless radio technology.....
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