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Technology Stocks : TLAB info?
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To: Chuzzlewit who wrote (3076)8/16/1998 1:06:00 PM
From: Gary Korn  Read Replies (1) of 7342
 
Chuzzlewit,

Part of me thinks that the NYTimes article was based on information from a disgruntled fund manager. But who knows?

Thinking back again to the cc, I have some thoughts:

1. The entire point of the cc (according to Birck) was to put this stuff on the table BEFORE the shareholder vote, so that would be the opposite of deceipt.

2. I recall something in the cc acknowledging that there would in fact be dilution (i.e., that CIEN earnings per share would not equal TLAB earnings per share). I also think that the amount stated was about that mentioned in the NYTimes article. Again, no deceipt there (if my recollection is correct). I'll listen to the cc again on this.

3. The NYTimes article made no mention whatsoever to any of the information discussed in the cc. That seems rather one-sided or poor reporting, doesn't it? Particularly since -- in assessing whether this deal will go through -- the cc seems pretty germane.

Gary Korn
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