Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pirah Naman who wrote (1710)	11/25/1997 9:17:00 PM
From: Buckeye	Read Replies (1) \| Respond to of 7342

The Titan 5500 cross connect started out by being able to handle over 400,000 phone calls per minute . . . that number 400,000 can also be considered the barrier to entry. BTW, Merrill Lynch commented on a software upgrade to Titan shipping in mid Dec., does anyone have details? Supposedly the margins could provide upside to 98 Street ests.

To: Pirah Naman who wrote (1710)	11/25/1997 9:54:00 PM
From: David J. Munro	Read Replies (2) \| Respond to of 7342

Dear Pirah, are you familiar with the term MRPII (i.e. Manufactures Resource Planning)? This is a fully-integrated business system that essentially measures all costs and transactions within a company. Oliver Wight - the foremost authority on MRPII implementation, gives TLAB a Class A rating. Very few companies on this planet have achieved this status. My point : TLAB is an extremely efficient company. You cannot compete with a Class A MRPII company unless you are of equal status. This company will enjoy superior margins for quite some time. I hope this helps. djm