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Technology Stocks : CCSC - Coherent Communications -- Ignore unavailable to you. Want to Upgrade?

To: The ChrisMeister who wrote (346)	7/15/1998 1:09:00 AM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 381

Notice that CCSC still has a little way to go to be at 0.72, the CCSC TLAB deal ?? (or TLAB has to come down, which I doubt). When I realized that purchasing CCSC at the TLAB discount, I did so-- It still looks very attractive still now at the 8% kicker when the deal finally finishes. What is your take on that ?? Yeah, it drags out

To: The ChrisMeister who wrote (346)	7/15/1998 11:00:00 AM
From: professor	Read Replies (2) \| Respond to of 381

There were a lot of tough questions on the antitrust issues as well as the current fundamentals of the company. Several analysts asked about the increased backlog and how it came about, pricing on products, and inventory management. They seemed to answer them pretty straightforward. Frankly, I was surprised they answered all questions clearly including some very pointed questions about the Justice Dept's investigation. I expected them so say very little. However, McGinnis is a straight shooter. I guess I'm used to most CEO and CFO beating around the bush and not really disclosing much.