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To: hamsandwich who wrote (1491)5/17/2001 2:25:35 PM
From: pat mudge  Respond to of 3294
 
OT

Thanks for TELM report. It's worth noting that LU (through its Ortel acquisition) holds a significant position). Added to their SAIC backing (one of the largest private companies in the US), Tellium has access to funds and customers that others don't. In a sector that's a long ways from shaking out, there's a lot that's still unknown. This doesn't mean they'll end up in the lead, just that they have a fair shot.

Pat



To: hamsandwich who wrote (1491)5/22/2001 6:11:03 PM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 3294
 
re TELM Another point about the dependancy of having only customers and one produce line: What do you do when you lose the biggest customer's European operations? Message 15835998