Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BI*RI who wrote (6177)	11/3/1999 5:15:00 PM
From: Brien Koehler	Read Replies (2) \| Respond to of 7342

I had heard of the Ditech product's alleged superiority, and so I asked TLAB's investor relations about it. The assertions about superior design and winning recognition appeared in an IBD about six months ago, if I recall correctly what Tom Scottino said to me when he called me back. The echo cancel division of TLAB was consulted by investor relations because they knew that this would be "out there" but the whole concept of losing competitions to Ditech appeared to be news to TLAB. Tom Scottino compared TLAB's echo canc. sales figures to Ditech's. There is not much comparison, from what I remember of the figures. It appears that TLAB is not losing sleep at this point. I suggest that you call Tom Scottino or e-mail him about this point if you want further clarification. He was very forthcoming and ready to answer. I've sent him an e-mail with your post.

To: BI*RI who wrote (6177)	11/3/1999 8:37:00 PM
From: Dave Dickerson	Read Replies (3) \| Respond to of 7342

I.M.P.-I did 10 seconds of dd on this co. and find it's small, with 1.1billion mkt. cap.,8 million cash,came public june,1999,focuses mainly on echo cancellors,last quarter had 9.8 million gross with .9 million net vs 1/3 million loss one year ago,and is covered by one analyst it seems. Small spuds,unproven mgt.,limited product range,low cash resources,limited R&D,not exactly global in their outreach-- other than these limitations... who knows what sort of a fierce, growthy competitor this co. might make in 10-15 years, if they survive. Good Hunting DAVE DICKERSON