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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: DenverTechie who wrote (1876)8/11/1998 11:16:00 AM
From: MikeM54321  Read Replies (2) of 12823
 
"The Tellabs Titan is the absolute best digital cross connect on the market and the last time I looked sales had broken a record and sales growth percentages were at an all time high. I think this at their last earnings report."

DenverTechie,
Thanks. You are correct about TITAN breaking sales records recently. I spent some time this morning trying to find where I read about the key TLAB product ("key" is key word!) slowing, but I could not find it. TLAB is getting attractive since it's recent pullback from around 90 to 70. I'm still concerned about what I read, but I may have gotten it mixed up with another company. Market sure is worried about something concerning TLAB. I'm not sure it's related just to the CIEN/AT&T deal about DWDM equipment delays.

Well it looks like I have time to do some more research anyway. I'm not going to do any serious investing until the current market turmoil shakes out. The networkers, with little Asian exposure, are getting pretty attractive.

I think most investors don't realize, from what I recall, that only one networker, "Digital Link," warned in June. That's pretty good considering all the problems in the high tech industry. In the overall face of things, this is really an outstanding sector (IMHO).
Thanks,
MikeM(From Florida)
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