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

To: craig crawford who wrote (2224)	3/3/1998 12:36:00 AM
From: jhild	Respond to of 7342

Well, I think you are right about the buddy effect. Now that I look over the wreckage of the afternoon's action, it seems that the bloodletting was fairly broad.

To: craig crawford who wrote (2224)	3/3/1998 1:26:00 AM
From: SteveG	Read Replies (1) \| Respond to of 7342

I didn't catch it, or even the details yet, but Tellabs presented their "Update and Outlook for 1998" at Goldman's Communications Technology Retreat at 9:30am PST today (concurrent with 3 others presenting in different rooms). Tellabs (again, Mike Birck) speaks one more time - tomorrrow at 8:45am on "Broadband Cross Connects". My guess is perhaps conservative comments or tone was offered, but it may well have been simply part of the tech/telecom pullback.

To: craig crawford who wrote (2224)	3/7/1998 12:34:00 AM
From: Bong Lewis	Read Replies (1) \| Respond to of 7342

this is the first time i take profit on 1/2 position of tlab. if there is a pull-back, i would add some more.

To: craig crawford who wrote (2224)	3/7/1998 5:46:00 PM
From: JMD	Read Replies (2) \| Respond to of 7342

craig----off topic----CIENA don't know if you follow the Gilder thread, if not: Subject: George Gilder - Forbes ASAP \| Previous \| ------ \| Respond \| Remove Navigation You have 2 unread messages To: gdichaz (343 ) From: George Gilder Saturday, Mar 7 1998 2:52PM EST Reply # of 367 I think you are mostly right about Lucent. It's Nortel that is getting most of the big new orders and my interviews at the leading edge companies in fiber deployment leads me to believe that Ciena is slipping for the moment. None the less, I am eager to see them rebound, as entrepreneurial companies often do in the face of devastating competition from huge but slow moving rivals such as Nortel and Lucent. Ciena is now integrating a large team from Lucent. I promise I have not given up on them. \| Previous \| ------ \| Respond \| View SubjectMarks Bookmark this Subject Return to Miscellaneous (Technology) One or more words separated by spaces: Subject Titles Only Full-Text Messages with Links Send questions and feedback to webmistress@techstocks.com To link to this reply, use the following Location: Terms of Use Mike Doyle