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

To: Paul Shread who wrote (2668)	7/9/1998 5:29:00 PM
From: JM	Read Replies (2) \| Respond to of 7342

Paul, Just raised some cash by selling a laggard in my portfolio. TLAB is first on my list, simply based on their strengthened position in the telecosm revolution (assuming the addition of Ciena goes through). TLAB's price looks a bit rich here and I may wait for a pullback (if it ever comes). Buying CCSC to get TLAB at a discount seems like it's too easy. I read someone's estimate that the downside to CCSC would be high 30's if the deal falls through. Anyone feel that an Ericcson/TLAB pairing is a possibility? Seems like a fit with the echo cancelling (CCSC) and the fact that Ericcson has been rumored to be shopping.