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

To: Clay Takaya who wrote (5968)	8/27/1999 1:20:00 PM
From: still learning	Respond to of 7342

If CSCO can achieve $350-$700 mm in sales with Cerent products this year, they will only be paying 10-20x sales. Since Cerent was said to be at a $100 mm run rate (albeit with only $22 mm in sales in 1h99), CSCO may well be able to do that much. And Monterey is also an extremely impt. buy, and far less expensive than Cerent. Either way, it's a strategic acquisition or two and CSCO has never minded paying well for good technology and entree into critical new markets. I doubt they are done. I don't think this hurts TLAB as much as it's percieved to, but I also wish the CIEN acquis. (especially the renegotiated version) had gone through. I believe TLAB needs to make some acquis. of its own, or else be acquired. While I had held out some hope of a TLAB/CSCO combination, that was never likely and is now certain to not happen. I look forward to TLAB making some decisive moves in response.