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

To: Immi who wrote (2529)	6/3/1998 8:53:00 PM
From: Terry Audette	Respond to of 7342

Since TLAB's has its own DWDM people, the old IBM division, presumably they were in a position to evaluate this deal correctly. Ciena's profit margins are even better than TLAB's so that isn't a problem. This leaves TLAB holding leading positions in digital crossconnect, noise reduction, and DWDM. It also has one of the best reputations in the biz. Not a bad hand to play.

To: Immi who wrote (2529)	6/4/1998 1:35:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 7342

Still, not everyone is as bullish on the deal. Mike Margolies, head of Avalon Research and a noted Ciena bear, thinks that Ciena's lead in DWDM will quickly evaporate as other players such as Alcatel and Pirelli enter the market. "In six months, it will be a shootout at the OK Corral," he says. This is the guy that took potshots at CIEN in Barron's a couple months ago. That will teach him to go shorting a company on the cutting edge of the bandwith revolution. Hope he covered in time.