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: sydney who wrote (6254)	12/6/1999 12:41:00 AM
From: P314159d	Respond to of 7342

I don't know about a great post but I do know, the acquistion is unnecessary. TLAB can be a formidable opponent in the Telecom circles in the next decade without a manufacturing headache the likes of Newbridge. You see Tellabs knows HOW to build and cost effectively. Newbridge does NOT, nor can it seemingly get its sales channels in the pipe. 5 out of 8 qtrs are a big bust to the street. That last fact is the only reason I can't say without a doubt TLAB won't go for it. MJB could think, since we can control this part of the game, that this is the inroad to push CSCO to the wall. A gamble, sure, but, if that happens, be sure to buy the fallout. It will prove to be a great buying shot. Still holding for the great yr end # (> .40) and the Y2K reiterates for a buy and earnings increases. ADCT ain't alone in beating the street for next year.