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: Clay Enos who wrote (2591)	6/23/1998 12:58:00 PM
From: Doughboy	Read Replies (2) \| Respond to of 7342

I don't think much for the chances of ASND to make a play, but I would attribute this morning's strong move (>5% by both TLAB and CIEN) to speculation that CSCO is back in the game to take over the combined company. In the NY Times today (sorry, I don't have the link; I still read it the ol' fashioned way), CSCO CEO Chambers said that they have given up on making a merger of equals with LU or Nortel, but he did say that they will make smaller acquisitions in the telephone gear market. What better "small" company than TLAB? It's a perfect match technology-wise and would give CSCO instant access to telcos through TLAB/CIEN's sales force. IMHO, Birck should not sell out for anything less than 1-for-1 CSCO for TLAB stock--which would give us 35% premium on TLAB shares. It's funny that everything is converging; I started off with some CIEN, some TLAB, and some CSCO. I think eventually my entire portfolio is going to be CSCO. Oh well. Can't stop progress.