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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: DenverTechie who wrote (4370)	6/28/1999 7:12:00 PM
From: Charles R	Respond to of 12823

DenverTechie, <There is no doubt that Tellabs' digital (T1/E1 and T3) cross connect flagship product, the Titan, will eventually begin to decline. But Tellabs has many other very robust product lines that are either stable or growing. They have not stood still on the Titan either. They just announced a fully optical cross connect that positions them for the coming optical networking revolution. They have other excellent products in their product mix from echo cancellers to fully functional and deployable cable telephone. It would be best to check their web site and annual report to fully appreciate the depth of their offerings. > Thanks for the response. A few things: 1. When you say "There is no doubt that Tellabs' digital (T1/E1 and T3) cross connect flagship product, the Titan, will eventually begin to decline.", what time frame are you talking about. Is this something that you expect to see this year, couple of year from now, 5-10 years? 2) Tellabs has been shipping a ton of T1, T3 line cards into the Titans both new and the relatively empty slots in the field. My understanding was that lion share of Tellabs revenues come from these shipments. Once they go to OC-x line cards, the volume a drop by an order of magnitude but the ASPs will go up by a factor of 2 or 3. I am familiar with some of their new product offering but the concern I have to do is with magnitude. Is there anything out there that can do the business lost by dropping T1 shipments and let Tellabs continue with its blistering sales growth. 3) I was upbeat about their Martis aqusition and Coherent purchase but a cursory check with international telecos tells me that Martis growth outside of wireless is going to be pretty limited and COherent stuff is not as big as I thought it was. (Don't get me wrong - it is good but is it enough to continue the growth rate if the world moves 155/622 drops instead of T1/E1 drops?) Thanks, Chuck

To: DenverTechie who wrote (4370)	6/29/1999 9:05:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: HDSL2 and Titan DenverTechie (and Charles), Continuing on the discussion of Tellabs' future markets, apparently HDSL2 is for real. And since it allows telcos to offer HDSL speeds, using a single twisted copper pair instead of two, this theoretically doubles the available HDSL offerings. Now, if I'm not mistaken, telcos primarily use HDSL technology to deploy T1 services. I have no idea how HDSL and T1 are related, but I belive everytime HDSL is involved, T1 services are too. From a layman's point of view, more HDSL bandwidth, means more T1 lines, means more demand for Titan. So isn't there a connection to a sudden doubling of available HDSL copper pairs, and the demand for Tellabs' Titan T1 cross-connect product? Thanks, MikeM(From Florida)