Baldwin, Regarding the merger remember "past history is no garuntee
of future results". We have a risk reward ratio which is higher. The
risk is getting higher, and so should the rewards. If you are just
entering TLAB will it is good, but if you have been a share holder
for the past year my friend we have seen 00000000 in my wallet...
When you see 1 years gains being wiped out, it is no fun. I have
a couple of questions. Why stick to TLAB?. Why not go to LU?. LU has
optical networking. Why play around with second tier suppliers?.
What differentiates LU from TLAB?. The market will reward LU faster
than TLAB. Why not look at some TLAB negatives. Group think towards postives is very dangerous. Let us try to find some faults with TLAB?
There should be, TLAB is not teflon coated. Maybe we could lighten up
an invest in TLAB & LU to have your basis covered?.
No doubt TLAB WAS a good company. Note: I referred to the word WAS.
There are the Coherrent/Cien management now involved. TLAB has changed for the better or worse who knows. I have seen several mergers fail.
Secondly, do I like this Pat guy from CIEN. I dont know. The nearest
optical product is two years away. CIEN is TLAB's defensive play of the future.. Let's face it, in a couple of years TLAB's bread butter
would be obsolete, and CIEN would/is the salvation..
What should I do now. I am just boken even. Maybe, I will lighten up on TLAB some, or maybe I will wait in the sidelines.. I have not
been in TLAB as long as DAVE DICKERSON, but at this point in time I
am kindda fed up with the ups and down off TLAB with no reward.
In this day and age of electoric trading it is a $12 trip to the sidelines. I can reenter after I have seen the 40 channel make some
headway in accounts like QWST,LVLT,etc. Screw T for the moment. Why
has CIEN not penetrated the above?. Why is business going to Nortel
etc. Is the CIEN product weak?. If there is so much demand for
badwidth, QWST,LVLT,the RBOC's, should be at CIEN's door by now.
CIEN had 2 years to accomplish this and they do NOT have even one
RBOC customer?. Why!!. They have got small mom & pop CLEC's.
My only gripe is about this AT&T stuff, and the clarity in the
proxy. I got the impression that management CIEN, have not disclosed
everything to the shareholders and hence an 8k filing, and the
AT&T stuff release.
Dave Dickerson, I to have heard the CC call. Have you heard a
CC call of companies, about to accomplish a merger?. The sky is the
limit. I still remember the cc call for COMS, etc. I can take all the
stuff with a pinch of salt. what counts my friends is the jingle in
your pocket for christmas...
Bitter TLAB shareholder, who has learnt not to fall in love with
any stock
Immi
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