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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: DenverTechie who wrote (1883)	9/26/1998 7:52:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Tellabs and TITAN product DenverTechie and Thread, Previously we discussed Tellabs products and how their products fit into optical networks. As you may recall, I was hearing about TLAB's core product, "TITAN" being threatened by optical networks, and was trying to verify this. Now it appears this same question has come up once again. Can you shed any light on the comments below. Why is it that analysts (and the SI poster) STILL appear to be concerned with the TITAN product not fitting into telco's upgrade plans? I'm averaging down on my TLAB investment, but am a little disconcerted to see it sinking lower and lower. Thanks, MikeM(From Florida) ____________________________________ Here's the exact series of posts on our past TITAN discussions: Message 5459759 Message 5462769 Message 5463417 Message 5465006 Message 5465674 Message 5469110 Message 5471610 Message 5471894 Message 5478135 ___________________________________ Here's the clip from The Street.com website: 9/14/98 -- "I don't think that's very likely," Birck says. While heft is important among telecom suppliers, he doesn't think folding into a larger concern is necessary to survive. On the other hand, Birck will consider acquiring other companies, although no deals are on the table.... And he disagrees with investors who worry about the threat of optical technology. Tellabs' core products, he says, can augment optical systems, not just be supplanted by them. "As much as I like Tellabs and respect them, they just seemed too hungry to do the deal," says Craig Ellis, manager of Orbitex Info-Tech Fund. Tellabs' eagerness showed possible signs of weakness, Ellis mused. The paramount question: When will "digital cross-connects," Tellabs' core products, be supplanted by new generations of network products that carry signals in light rather than electronic digits? Tellabs' problems this quarter indicate the answer might be sooner rather than later. It might be easier to determine in the fourth quarter, which is often stronger that the third. ********* To add insult to injury, here's another clip from a SI poster: "TLAB is in the field of TDM based digital cross conenct systems that are and will be quickly obsoleted**; in corporate networking world it had already happened to NWK and NN; this will follow into the telecom aena and TLAB without CIEN, FORE or other new age networking companies, imo, will exponentially go down in revenue; imo, tlab will be less than half the price of today 2 yrs from now w/o any acquisitions"