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

To: Karl Radke who wrote (5900)	7/25/1999 9:15:00 AM
From: llwk7051@aol.com	Read Replies (1) \| Respond to of 7342

Karl Radke, the forecast per the conference call for the next quarter and rest of year was for restored growth. Part of the explanation for the current quarter was delayed orders. I worry that the purchaser maybe Ericsson and that Ericsson may be having weakness in these lines. If Ericsson cuts backs employees in the areas to which tellabs sells that might cause sales from Tlab to Ericsson to slow. Confusion and bad morale at customer is usually bad for everyone who does business with them. However, I noticed Ericsson stock jumped on conference call. Maybe they are turning their operations around. Robert d.

To: Karl Radke who wrote (5900)	7/27/1999 11:55:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 7342

>Interesting that revs came in on the higher side with Martis sales on the low end. I wonder what will happen in the future as TLAB predicts a return to normal growth rates of that product in the future?< karl. as you're probably aware, the martis digital cross connect is TLAB's second largest cash cow after the titan 5500. according to my notes, the martis shortfall was primarily due to foreign currency exchange and continued weakness in brazil and SE asia. however, because of the strength of SONET, supplemented by cablespan, network enhancement technologies systems (NETS), and voice-over-CATV, the revenue from these products exceeded the difference. regarding the future, i find TLAB's "pipeline" purdy impressive: titan 4500 (add-drop mux); titan 6100 and 6500 (WDM and cell-based DXX, respectively); and ATM voice mux. don't forget, we've also got the IP-routing / ATM-switching box that will come out of the netcore acquisition. -chris.