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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Timetobuy who wrote (5514)	12/19/2001 6:32:52 PM
From: FR1	Read Replies (1) \| Respond to of 6974

I assume you mean this: 14:09 ET Tellabs (TLAB) 15.25 +0.75 (+5.2%): Hearing from buy-side traders that TLAB is seeing significant ramp in orders for the legacy Titan 5500, so much so that mfg employees have reportedly been asked to not take any vacation during the holiday; offsetting that a bit is talk that newer Titan 6500 is still not seeing much demand; we have no confirmation of this rumor. I kind of agree with your idea the telcos will try to play the price squeezing game... They have been doing it for some time. I remember INTC saying going into this downturn that they remember the '90-'91 recession where they got hurt real bad because they tore down factories thinking recovery was a long way off and would be very gradual. They also worried about share price, etc. When recovery returned they could not gear up because factories had to be rebuilt and competition stepped in and took market share. This time, they said, they will not make that mistake. To their credit they stuck to that idea and it seems to have paid off. Unfortunately, it seems a lot of other companies might be making the same mistake as INTC did in the early 90's. I think the ATT decision will be significant. Wiping out $1B in debt from ATHM did not hurt either. The downside would be if ATT decides to go it alone and nobody has any confidence in them.

To: Timetobuy who wrote (5514)	12/19/2001 7:11:52 PM
From: FR1	Read Replies (1) \| Respond to of 6974

Here is the results of the broadband sweepstakes: I think this was the best decision because Comcast has stated that they would invest a great deal in developing the cable enterprise. They also have been better at it than ATT but maybe because ATT gave them so much cash at the point of a gun. We will see. It will also be interesting to see where Armstrong winds up in all this. reuters.com NEW YORK (Reuters) - AT&T Corp.T.N is expected to announce a deal to sell its cable television unit to its original suitor, Comcast Corp., abandoning plans to spin off AT&T Broadband as an independent company, sources familiar with the situation said on Wednesday. The companies were ironing out final details of an agreement, sources said, adding that terms were not immediately available. AT&T and Comcast could not be immediately reached for comment. The pact, which ends five months of negotiations and uncertainty, would make Comcast the No. 1 U.S. cable television company, and leave AT&T with its shrinking consumer and business long-distance telephone and data operations. In July, Comcast CMCSK.O CMCSA.O launched a $44.5 billion unsolicited takeover offer for its larger rival. AT&T rejected that offer as inadequate and opened talks with other suitors, including Cox Communications Inc.COX.N and AOL Time Warner IncAOL.N. Software giant Microsoft Corp.MSFT.O backed the takeover offers by Cox and Comcast, and made a separate offer to invest up to $5 billion in AT&T Broadband if AT&T kept it independent.