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

To: JMD who wrote (2735)	7/17/1998 9:12:00 PM
From: Mike	Read Replies (1) \| Respond to of 7342

What does the future hold for TLAB? Many investors are asking the question. I have confidence that going forward TLAB will do quite well. I have been in TLAB for the past five years. I have also had another great stock for coming on 10 years. That other holding is MDT-Medtronic. I have made this analogy on a couple other boards so sorry if you have seen it before. I have been telling this one for coming on 6 months. TLAB is what MDT was in 1987. Take a look at the sales,profits,R&D spending and management. In addition, take a look at what MDT stock has done over that time. TLAB and MDT from 1987 have many similarities. TLAB is on the front end of a major breakout in terms of sales and profits. The only difference between MDT of 1987 and TLAB today is that the appreciation that MDT has had will be duplicated by TLAB in half the time. Now with both stocks at times they get ahead of themselves and have pullbacks. I expected on today on TLAB. But buying MDT in 1987 or at any of the 52 week highs since 1987 paid off big time. The same will be true for TLAB. Get on the train it's a long fun ride to financial freedom, Mike

To: JMD who wrote (2735)	7/17/1998 10:18:00 PM
From: Wright Sullivan	Respond to of 7342

Mike- Thanks for your post. It was an excellent birds-eye view of the terrain on TLAB. -Wright

To: JMD who wrote (2735)	7/18/1998 12:01:00 AM
From: synchro	Read Replies (1) \| Respond to of 7342

JMD, your post is clear, succinct, informative, rational and well-balanced. What happened to you? Is something wrong?

To: JMD who wrote (2735)	7/18/1998 1:16:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 7342

To the Surfer: Had to chuckle at Synchro's post. You ain't the only humorist around here, no? As a holder of Tellabs from the stone age or thereabouts, I have found it to be the highest PE consistently underestimated (the charge of limited product especially) company I have held in last few years. Amazing how few understand what TLAB does, let alone why it's future is so bright. I used to call it the "silent company" few press releases, and few posts. In fact on the AOL board weeks would pass without any posts at all. I would put one in from time to time to see if anyone was awake and no one was. :-) The company has just chugged along like a beautifully designed (and constantly redesigned) machine. What most people miss is that digital cross connect is the heart of the telecom management system. And the installed base of Titan and related stuff is a huge advantage to TLAB since it costs a hell of a lot less to upgrade from old Tellab to new Tellab than install brand X from scratch. Of course one third of Tellabs's business in crossconnect is from scratch nevertheless - so no moss grows around their stuff on the shelf. Tellabs has used evolution as an art form, with the best management - bar none - I have observed in the telecom equip area - and I have at least a nodding acquaintance with most - by observation only not directly of course. An example of how tough these guys are is the move to cut out of the "smart radio" wireless hope and move the staff doing the research on that in order to concentrate (with Ciena) in fiberoptics - again an evolutionary path to pure fiberoptics. But all this said I think the Q and Loral are even more likely to outperform in the next few years. TLAB is my third best holding IMO. All this just IMO of course. Chaz