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

To: Curtis E. Bemis who wrote (6123)	10/20/1999 12:26:00 PM
From: llwk7051@aol.com	Respond to of 7342

Tlab Conference call notes which I thought might be of interest. I suggest those interested listen to call replay. Backlog record level and increased faster than revenue rate. Matrix starting more direct marketing. Demand high for fourth quarter. No Y2k problems anticipated. SBC 6 billion expansion should be positive for Tlab. Expect large back bone increase. Currently 11% customer. 6500 1st test starting in first quarter of 2000. Everest in trails and announcement in about 60 days. Cablespan 5 customers of size five or six in trials. Wireless access accelerating and this should increase demand for backbone. Demand world wide up not just US. Mega mergers slight advantage to large vendors such as Tlab. So far doing well. Not concerned about making new acquisitions. Did not sound like any planned. New products close to ramping up sales. Robert