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Technology Stocks : TLAB info?
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To: gdichaz who wrote (2878)8/3/1998 10:53:00 AM
From: Paul Shread  Read Replies (1) of 7342
 
Chaz,

There's no question the LU product is vaporware (my post did say "possibility"). My philosophy is simply never get in the way when the 800-pound gorilla takes you on, and that's what LU did to CIEN with that announcement. I sold CIEN for that reason and its general business troubles, and put the money in LU.

Speaking of CIEN's business troubles, at about one-third of the combined companies' value, a flat quarter from CIEN will definitely hurt TLAB. The question is, how fast can TLAB's sales force increase CIEN's sales? That's the key to the combined companies' sucess (IMHO).

I like TLAB a lot, but I'm sticking with LU and NT. Much easier to sleep at night. Good luck to all.

Paul
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