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To: Chip McVickar who wrote (626)3/23/2000 10:03:00 PM
From: John Pitera  Read Replies (2) | Respond to of 2850
 
There are so many out there
with cracked charts and good earnings.


the concern that I have about many of these is that:

Do we have a newer company with a superior technology that is coming to supplant
the current company and technology, and steal away the
older company's sales.

One example I saw today is DITC, they are up to a 34%
share in the market for echo cancellation equipment, up
from 5 % or so. they have gained market share at the
expense of TLAB losing market share and revenue in echo
cancellation equip. sales. No wonder TLAB has
underperformed many other companies in a similar
area in the past 12-18 months.

John