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Technology Stocks : TLAB info?

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To: Mike who wrote (4397)	11/17/1998 3:40:00 PM
From: Dave Dickerson	Read Replies (2) of 7342

Mike- Tellab's down only 1/4 today. IMHO none of these new product announcements has been factored into the price. That company is actually going to bring on optical networking products, should be a major revelation to those that were quick to infer that Tellab's was only a 2 pony company. The ATM combo.product should usher in a whole new wave of hi-tech products, as well as a better PE ratio( more like 40). The double size Titan product is eagerly awaited by customers. We are already seeing the new cablespan products starting to bear fruit, to the tune of $50-100 million gross sales in 1999. A key fact is that Mike is honest, very conservative and has a good grasp on the needed actions and directions that Tellab's needs to be making. In his own words, Ciena merger was to give us a 12 m. jump, and now that we are only 6 m. away from the release of optical products, not needed any more. The Reuters headline should have been "TELLAB'S PLANS FOUR MAJOR NEW PRODUCTS IN NEXT SEVERAL MONTHS" Since Mike owns over 10% of stock, I feel he has a grasp as to what action is needed to keep company on the advanced wave of new products over the next 5-10 years. DAVE DICKERSON

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