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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: llwk7051@aol.com who wrote (5787)	6/27/1999 10:24:00 PM
From: jhg_in_kc	Read Replies (3) \| Respond to of 7342

what does the acronymn rboc stand for? eom

To: llwk7051@aol.com who wrote (5787)	6/27/1999 10:54:00 PM
From: Mahesh	Read Replies (1) \| Respond to of 7342

Robert, While there is some logic to moving to fewer suppliers, but then there is also the situation that one particular supplier's product may be so superior that moving to consolidate purchases from fewer suppliers may hurt more than it helps. The other issue is regarding embedded base - when an RBOC may have a significant embedded base from one supplier, moving to another supplier just to consolidate buying would hurt than help. Tellabs in my opinion is a beneficiary of both these. Mahesh