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

To: Eric Hong who wrote (2596)	6/23/1998 5:10:00 PM
From: Doughboy	Read Replies (1) \| Respond to of 7342

Eric, thanks for your response. Do you think that large telco customers prefer having a variety of vendors or having one vendor like LU that can do it all? I don't know the answer to that question, but if it is the latter, I don't see how TLAB can compete without filling out the range of products that it can offer. As for talent, it's the chicken and the egg problem; TLAB attracts and keeps good people because its stock rockets; what happens when the rocket reaches stationary orbit? You are obviously right that TLAB has done well as a nimble competitor and that may last for quite a while. But long term I just have to think that TLAB is better off bigger--either as the diner or, as is more likely, as the dinner.