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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (2232)	3/1/2000 1:15:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 4691

James and thread, I suggest TLAB is now a value stock. It is down to 52 from 77 and will still grow 25-30%. Chuzzlewit is recommending this one now, too as both a growth stock and a value stock. THis one meets Buffett standards, IMO. FYI <<TLAB They have dominant position in digital cross connect systems (key competitor here is Alcatel in France). Digital cross connects (DCS) are used by telecom service providers to enable any circuit that interfaces with it to be electrically (not optically) cross connected from one path to another. Thus, if a high speed line is coming in from one place (i.e., T3 line or OC-1), it can be connected to a DS3 (lower bandwidth voice line) line that connects to the central office maybe. Thus, these are "old world" systems, but still very important part of telecom infrastructure buildout. TLABs also makes equipment for cable telephony, which will become more pervasive once ATT and others roll out this service. TLAB also recently acquired SALIX, which makes switching solutions for class 4 and class 5 applications (these switches can integrate circuit and packet-based switching to support all calling-control protocols (i.e., enables voice-over-IP, voice-over-ATM, and Internet services over any network infrastructure). Other TLAB products include gigabit/switch router and long-haul DWDM, but I'm not sure what % of revenues these are today. The DCS products are projected to continue to grow in the 25-30% and the newer products mentioned should grow faster. Competitors in the newer world products include CSCO, LU, NT, CIEN. Also, very good management ...>> I bot some this AM jhg

To: James Clarke who wrote (2232)	3/1/2000 8:20:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 4691

Virginia's House just passed a bill limiting MO's tobacco liability to a measly $25M in the Florida case. Sailed through without a dissenting vote. What does this do for arguments that the government really won't let the industry fail? And if so, where should MO be trading and what is its intrinsic value. I need help with this one, since I don't really understand the technicalities of a bill and eventual possible law in one state affecting the award handed down in another. In terms of tech-like easy-to-understand stocks with Buffett-like qualities, I submit Pixar (PIXR). Mike