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

To: Frank A. Coluccio who wrote (5861)	7/15/1999 12:37:00 PM
From: Baldwin	Respond to of 7342

Frank, i understand what you're saying here. However, Mike Birck's never been one to mince words or gloss over the facts. It may have sounded better to state another way....but he hides NOTHING....and i admire that. It shows me, once again, the management at Tellabs is on top of what is happening. I'd rather have this than be invested in a company who is unwilling to make any changes....or unwilling to make them on a timely basis. Just my opinion :) Long Tellabs, Baldwin

To: Frank A. Coluccio who wrote (5861)	7/15/1999 12:49:00 PM
From: voop	Read Replies (1) \| Respond to of 7342

Frank He effectively said that he doesn't want to move in this direction. Don't you think? I think he is just showing his pragmatism Voop

To: Frank A. Coluccio who wrote (5861)	7/15/1999 5:31:00 PM
From: Farfel	Read Replies (1) \| Respond to of 7342

Frank, I think it just reflects how conservatively Birck and management moves-----and this approach imho brings a lot of reassurance to their large corporate clients --- as the final paragraph seems to say: But Tellabs pace may provide the salve that soothes Wall Street in an era where companies can lose billions of value in less than an hour. "We aren't going to do anything radical in these areas," cautioned Tellabs' Birck. "We certainly choose our market opportunities."(article) That type of caution resonates well with corporate ceo's who don't really think like a "young techie" who might scare the pants off institutional investors----an example might be "Apple's guidance statement" which caused at least one firm's downgrade of Apple today. Tellabs is not a scary as those companies who seem to "race into" new technologies, not knowing if they in fact will become the technology of choice. Tellabs price today tells the story-----like the "Turbo Tortoise" it is Tellabs just keeps "on coming"-----a person can really learn to love this stock.