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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 (8251)	8/29/2000 3:48:26 PM
From: rich evans	Read Replies (1) \| Respond to of 12823

Mike, isn't the Chief of Optical Networking for CISCO saying just the opposite to your post in his belief that rings will give way to a Mesh and that SONET will be dead. I think the interview was posted on this thread but I found it at this link: thestreet.com Rich

To: MikeM54321 who wrote (8251)	10/17/2000 1:22:36 PM
From: MikeM54321	Respond to of 12823

Re: Oh Tellabs? Let me say...blah...blah...blah Thread- I got quite a chuckle out of Light Reading version of what couldn't have been a better quarter for TLAB. TLAB is the company the financial press loves to hate and the article reflects exactly that sentiment. No matter what TLAB does, the press retorts with the same old BS. They managed to take TLAB's historic recording breaking quarter and put the negative spin on it per their excerpted comments below. Same old blah, blah, blah. And it's not even accurate. I suppose that is why TLAB is trading at a PE of 27 with a growth rate of about 45%. And to add icing to the cake, a net profit margin some software companies would be envious of at 23%. But this means nothing when the press is against you. -MikeM(From Florida) ********************** From Light Reading: This morning, for instance, execs admitted that the August 1999 purchase of NetCore Systems Inc., which makes IP and ATM routing gear, was a disappointment and is being redesigned. The vendor says IP, not ATM, is the direction it will take in North America... But changes are coming to Tellabs' market. Experts warn the digital cross-connect market, in which Tellabs markets the Titan 6500, may increasingly be eroded by new optical switches from the likes of Corvis Corp. and Nortel Networks Corp... Tellabs also admits that its yearly gross margins will be "flat for the fourth quarter" thanks to the ongoing shortage of optical components and ASICs. "We still find ourselves in almost a hand to mouth situation," says Tellabs president Michael J. Birck. "We'll get through it, but gross margins will be affected."... Tellabs also faces the need to update its switching products, which showed the quarter's only loss: $51.3 million in third-quarter sales compared with $72.5 million at the same time last year. Analysts say the shortfall has to do with declining demand for echo-cancellation equipment, as voice switching increasingly is replaced with IP-based packet switching gear... lightreading.com