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Technology Stocks : TLAB info?
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To: Jerryco who wrote (4963)2/2/1999 9:22:00 AM
From: Mike  Read Replies (4) of 7342
 
Can anyone let us know which customer TLAB is working on with the Cablespan product? Can you also confirm is this the product that TLAB is selling the cable operators so they can manage and offer phone service? Who are TLAB's competition in this area? ATT is making a major bet that this is an area of major growth and a way into offering local phone service. As goes the leader so does the herd?

Is TCI or Time Warner cable customers of TLAB? If LU offers this product I could smell a rat. ATT may do the same as they did to CIEN so they could support LU. Does anyone see a parallel here or is there so much potential business in this arena that there is nothing to worry about?

Thanks,
Mike
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