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Technology Stocks : TLAB info?

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To: Thomas Haegin who wrote (5370)4/20/1999 9:02:00 AM
From: Mike  Read Replies (2) of 7342
 
Some random thoughts and questions.

I bought more TLAB at the close yesterday. Was this a crazy move? I think with the contract win and the annual meeting that TLAB was taken down with the market. Way overdone in my opinion.

What does the board think about the sector rotation going on now. Is the move to the cyclicals to early or a solid move? This movement also has hit TLAB hard. Long term TLAB is solid and the smart money goes to the solid long term performers who are not broke. TLAB doesnt appear to be broke.

What is the board think about an aquisition by TLAB in the near future? I am very unimpressed with this aspect of the company. The Coherent buy was the exception but the C suprised me. Will TLAB do the right thing on the aquisition or alliance front?

Good luck all,
Mike
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