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Technology Stocks : TLAB info?
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To: JMD who wrote (3311)8/26/1998 12:34:00 AM
From: pass pass  Read Replies (2) of 7342
 
I think T and LU are trying to do the following: Spoil the TLAB/CIEN party. If the merger somehow survives, both TLAB and CIEN people will feel hostile against each, especially at the upper management level because TLAB will think they pay too much for a loser, CIEN think they get too little with their post-SONET technology.

On the other hand, if the merger calls off, LU can beat CIEN first and then beat TLAB because the two seperate entities are a lot easier to deal with than the combined one.

LU is also trying to give other telcos and possible future CIEN suitors a signal: "Hey CIEN's product sucks, T doesn't even want to look at it".

Birk and Nettles probably know all these, and they'll probably work out a compromise with a very high break-up fee to prevent another WCOM/MCIC/BT.
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