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

To: Sueponine who wrote (2511)	6/3/1998 1:05:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 7342

The arbs like the deal: biz.yahoo.com TTFN, CTC

To: Sueponine who wrote (2511)	6/3/1998 2:16:00 PM
From: dougjn	Respond to of 7342

CPQ/DEC was a very different sort of merger. Many more issues there. Dec has been a relatively declining firm for over a decade. It's business model is very different from CPQ's; much more services oriented. It represented an effort by Cpq to navigate the encroachment of box makers into the workstation/server space. Huge integration issues are involved. Beyond that, Cpq was in the midst of wrenching changes towards a more Dell like distribution model. The Tlab/Cien fit is much, much tighter. I would expect to see Tlab moving back up well before the merger. Bought some Cien today as a slightly cheaper way to buy the combo. Doug