TLAB info? Message Board

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Technology Stocks : TLAB info?

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To: Vted who wrote (2797)	7/25/1998 11:44:00 PM
From: Mir	Read Replies (1) of 7342

May I interject in this discussion ... Any 2+2 = 5 type of math in TLAB's case can be attributed to couple of strategies. First by nailing up a very strong competitor, CSCC (in Echo Cancellation business), they have added a solid (profitable) revenue stream for next 5 years. Secondly, CIEN buy provides the muscle for near and long term growth (although revenue stream is not as strong yet). TLAB's bread and butter business has been another phenomenal growth story. So, sum of TLAB, CSCC and CIEN is given a valuation more than what actually it should be. I don't have any problem with that as TLAB management seems to know what it is doing and where the company is heading. Mir

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