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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (6796)	4/11/2000 3:29:00 PM
From: sydney	Respond to of 12823

Nice Post! Now these radio comments today can go either way as are only giving their own "tired", condensed opinions...the "internet" has placed many of you in position to share your research and knowledge in a much more interesting and yes, objective manner on TLAB or any other given stock.

To: MikeM54321 who wrote (6796)	8/29/2000 8:26:18 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Legacy Investing in Metropolitan Networks / Tellabs(sym:TLAB) 5500 Still Strong Thread- Upstream I was thinking aloud about where all the spending in the access and core(backbone) is taking us next. And it's obviously going to be in the metro part of the network where we will start to see bandwidth constraints. Not being an engineer, I can only ponder what this may lead to in terms of spending. IMVHO, I'm guessing what we are going to see are equipment spending that takes advantage of what is currently out there in the metro network--SONET/SDH ring topologies. This seems to be somewhat verified by the sales of second largest digital cross-connect system(DCS) equipment maker in the world, TLAB. And from what I recall, the number one equipment provider in this space, Alcatel(sym:ALA) has also recorded strong sales in DCS. Grasping the concept of a DCS is not the easiest thing for this investor to do and I only have a general idea. But about a year ago when Mike Birck(former CEO of TLAB) said they were creating a monster Titan 5500 cross-connect and the carriers were demanding it, that kind of indicated to me that carriers in the metro space are going to be doing everything they can to take advantage of their current infrastructure and not be so quick to use DWDM (coarse-WDM in this case) in their metro networks. The PR below is an obvious attempt by TLAB to boost up their stock price which has sagged quite a bit. They have been fighting this battle of legacy vs new for years and years and years. Must be kind of frustrating for TLAB because so many money managers march out the same old line about them, consistently driving their stock price down every time it starts to rise. Anyway, just some random thoughts about telco spending. If anyone has some follow-up comments/opinion about telecom spending, please post. Thanks. -MikeM(From Florida) ________________________________ *Tellabs Ships 3000th TITAN(R) 5500 SONET System* Record Demand Continues New System Growth and Ongoing Product Enhancements LISLE, Ill., Aug 28, 2000-- Responding to unprecedented demand for its integrated optical networking equipment, Tellabs announced today that it has shipped its 3000th TITAN 5500 digital cross-connect system. With the current number of systems deployed, Tellabs' customers can deliver more than 2 million DS3 equivalent services, or 1.2 billion simultaneous data, voice and video connections. In addition to reaching the 3000th system milestone, Tellabs continues to see record growth in shipments of its higher capacity systems. In the first half of 2000, Tellabs shipped more than 400 new systems, a 66 percent increase over the same period in 1999. "The insatiable need for corporate intranets (bandwidth) is driving incredible demand for our TITAN 5500 systems," said Rob Pullen, vice president and general manager of Tellabs Optical Networking Group. "To help our customers accommodate the burgeoning growth, Tellabs is increasing the capacity of the TITAN 5500 system and its capabilities. The TITAN 5500 system is a central office modernization tool with software that enables our customers to hitlessly roll TDM traffic to cell/packet traffic." In December, Tellabs will release the TITAN 5500 Feature Package 7.0 (FP7.0) solution, which will support 3,072 DS3/STS-1 equivalents, the industry's highest density in a wideband cross-connect. The TITAN 5500 system also provides integrated optical ring functionality, which eliminates the need for central office SONET add-drop multiplexers. To further support the product development and better meet the needs of its customers, Tellabs recently opened a research and development center in Schaumburg, Ill. that is focused on future enhancements to the widely deployed TITAN 5500 system. Planned optical enhancements will include higher speed, higher density interfaces and integrated DWDM. "Our customers need to be able to meet the massive bandwidth demand from their customers. They need to deploy networks quickly, and they need to simplify their central offices," Pullen said. "The TITAN 5500 system has grown because it continues to evolve to meet our customers' needs." Sales of the TITAN 5500 system topped $1 billion in 1999 and are headed toward record growth for 2000. Tellabs will be demonstrating its optical networking solutions at the National Fiber Optic Engineers Conference in Denver. Tellabs is exhibiting in booth 441 in the Colorado Convention Center.