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Technology Stocks : TLAB info?

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To: JM who wrote (2839)	7/30/1998 11:21:00 AM
From: Doughboy	Read Replies (3) of 7342

For those of us from the CIEN thread, this dance with T is nothing new. CIEN's biggest customers are Sprint and Worldcom, and after Worldcom announced changing the way they were buying CIEN's DWDM, there was a panic sell-off. The one hope in the back of everyone's minds were rumors of a big purchase by T. As far as I can tell, there was never a definitive announcement that T actually inked a deal, but everyone seemed to operate under the assumption that T had gone far down the road with CIEN and would eventually buy. I think that this more rumor-mongering on T's intentions. As for why T may be pulling out from a deal with CIEN, I don't exactly know but I could guess a couple of things: T has decided to build an international voice-over-data network with BT. With that deal in place, and with the T-TCOMA merger, it doesn't make as much sense to expand the capacity of its current voice network with CIEN's DWDM product. But this is not all bad news. The front runner to build the T-BT international network is Cisco and Cisco is sewing Cien's DWDM directly onto its switches and routers. So whatever it loses in direct AT&T business, CIEN will make up for in building a network with Cisco.

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