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Technology Stocks : Tellium -- Ignore unavailable to you. Want to Upgrade?

To: Andrew N. Cothran who wrote (54)	10/31/2001 9:44:05 PM
From: Kevin Thompson	Respond to of 72

Andrew, I listed to all the conference call info on their web site, and I think the reason there is such a HUGE short interest in the stock is that they essentially have only three customers- 1)Dynagy, 2)Qwest, and 3)Cable and Wireless - and C&W just pushed their order out for at least a quarter. People are incredulous that the company will make its goal of $288m in revenue next year- but to date they have CONSISTENTLY over-delivered. Their business plan also requires a few new contract wins- but even as bad as the market has been, just a week ago, they have re-affirmed guidance for the $288m. So this is definitely going to be an interesting few months ahead. With such a large short interest for the size of the float, any positive news will really buoy the stock. $Kev$

To: Andrew N. Cothran who wrote (54)	11/1/2001 6:59:56 AM
From: Kevin Thompson	Read Replies (1) \| Respond to of 72

Andrew, A couple more articles of interest that I dug up: 1) Qwest (one of their three largest customers) is supposedly cutting back on capital expenditures- see fuckedcompany.com 2) Tellabs is coming out with their optical switch, which, according to Tellium will be their only competition- see biz.yahoo.com Tellium told investors in their earnings announcement that they have a solid contract with Qwest, so maybe the reduced capex spending won't hurt them. $Kev$