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

To: George Dawson who wrote (2445)	5/9/1998 7:04:00 PM
From: John Carragher	Respond to of 7342

url was posted in cisco thread and I lifted tellabs piece. article is in Forbes. Volpe Brown Whelan analyst Amar Senan thinks that right now the battle is between Cisco and Lucent--these companies have to find ways to maintain their 20%-plus revenue growth intact. Both have been able to ride out the volatility in technology stocks by constantly posting solid earnings. "The lines between voice communications and data communications have become so blurred that these two would be competing with each other in every sphere of the market," he says. Cisco will have to move into voice communications space to grow, while Lucent will have to keep nibbling into the data communication market, he predicts. Senan predicts that Cisco in the near future could go on a shopping spree for companies that make hardware for voice networks. These include the likes of Advanced Fiber and Tell Labs. "These are good companies with good client base, and would make a worthy addition to the Cisco arsenal," he says. \| top \| See also: Looking for the next Cisco A startup with dreams of becoming the next Cisco is in for a rude awakening. Xedia's bandwidth meter Xedia is hot thanks to a meter that measures and controls bandwidth usage. Forbes Front Page \| Forbes Magazine \| The Toolbox Sitemap \| Help \| Search \| Webmaster c 1998 Forbes Inc. Terms, Conditions and Notices