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Technology Stocks : TLAB info?

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To: Jay Rommel who wrote (4943)1/27/1999 3:46:00 PM
From: Dave Dickerson  Read Replies (3) of 7342
 
Jay - from my experience,it's projected earnings for first 1/4 are in it's normal range of things. 4th 1/4 is always the big 1/4 .
Nothing to worry about. My goal for 1999 is net $2.45+4-6 cents/share on the conservative side. Things that could blow it up from there are
1. more customers for AN2100
2. some recovery in Asia market, therefore an increase of sales by Erickson there.
3. cable sales coming in north of 100 million.
4. faster takeoff of optical-networking+normal products in market place.
5. faster takeoff in China of sales
6.acquiring of new technology(ies) in a smaller chunk (or key liassons) than Ciena Co. ,that is perchieved by analysts as adding to yearly % growth of net revenues and better long term sales growth and therefore gets a number of upgrades as well as revised price targets.
I feel that current estimates are very conservative and that already takes into account continued softness in Latin America,etc.
Good Hunting
DAVE DICKERSON
7.
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