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: PMylnar who wrote (1894)	1/26/1998 10:43:00 AM
From: Clam Clam	Read Replies (1) \| Respond to of 7342

TLAB's multiple is down from the 40's to <30x. They report results today with a CC tomorrow. We shall see what their outlook is but I can't imagine they say anything especially positive or negative. It seems ADCT had very good months in Nov and Dec but fell off a cliff in Jan. This will make TLAB mgmt comments about Q1 the key issue. I think you are right about copper technology. Copper cross-connects are on spending holds by a lot of their customers going through acquisitions. MS thinks its an inventory issue not an end demand issue.