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

To: llwk7051@aol.com who wrote (2999)	8/14/1998 3:58:00 PM
From: Doughboy	Read Replies (3) \| Respond to of 7342

As both a CIEN and a TLAB shareholder, I think I am qualified in saying that you're overreacting here. TLAB/CIEN as a merged company is no worse off than it was when it announced the merger. In fact, I think we're all still way ahead. As Birck said on the CC, this warning will have no affect on future earnings; they still expect no worse than 2-4 cents dilution. With CIEN, TLAB gets a push-the-envelope, high-octane company to complement its reliable, if uninspired, Digital Cross Connect/Echo Canceller business. Cisco is still licking its chops to get a crack at CIEN, and would swoop in if TLAB was ever stupid enough to walk. Yes, this is a bit of whiplash, but it really is exaggerated because TLAB had a blow-out quarter that lifted both stocks into rarified air that couldn't be sustained. In any event, this merger is a done deal. It was approved by both boards AFTER this news was disclosed, and the shareholder vote is a formality since proxies and institutions have already committed. DougHboy.