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

To: DMaA who wrote (6543)	2/19/2000 1:54:00 AM
From: Brien Koehler	Respond to of 7342

In the Q&A portion of the last CC, Ditech was mentioned as principal competition in echo cancel part of TLAB business, but TLAB expects to "nullify" any advantages which Ditech presently has in the next several months. The question is asked at about the 55 minute point in the call, which is available in archive form on the tlab website, if you want to hear it yourself.

To: DMaA who wrote (6543)	2/19/2000 9:01:00 AM
From: John Carragher	Respond to of 7342

Also in Today Barron's interview with Driehous Capital mgmt Q: Given your caution, what do you like these days? A: One company we like a lot is Ditech Communications. They make echo-cancellation equipment. These are devices that suppress the sound delays in long-distance phone calls that people find so aggravating. And with more and more use of wireless communications, there's more and more demand for echo-cancellation equipment. This market was historically a half-billion dollars a year, but it's starting to grow at better than 20% a year. Ditech competes against Tellabs, but has a superior product and is taking share away by winning a substantial chunk of new business. The company also had a huge earnings surprise in its latest quarter, ended October 31, reporting 53 cents, versus what had been a consensus forecast of 30 cents a share prior to a November pre-announcement.