Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Doughboy who wrote (3010)	8/14/1998 6:06:00 PM
From: llwk7051@aol.com	Read Replies (2) \| Respond to of 7342

Ciena story about loss to Lucent is at this link. thestreet.com I appreciate your comments and in the long run I have faith in Tellabs. I have seen Tellabs stock suffer over the years, but the drops associated with Ciena have made it hard for me to understand. I am not familiar enough with them to have faith yet. Also, its been hard seeing Ciena bad news drop Tlabs from 90s to 50s. Good luck. Robert D.

To: Doughboy who wrote (3010)	8/15/1998 12:37:00 PM
From: Baldwin	Respond to of 7342

Doug, LOL. I don't know if AT&T is smart enough to encourage that leapfrog..not nearly as forward-thinking as CIEN much less TLAB. Sincerely, a pre-,during, & post-divestiture survivor and ex-T employee.LOL

To: Doughboy who wrote (3010)	8/16/1998 6:24:00 AM
From: craig crawford	Respond to of 7342

>> If T is smart, a BIG assumption, << AT&T is NOT smart. No assumptions needed. >> it will groom LU for one product and CIEN for the next generation, and allow them to leapfrog each other ad infinitum. << That's not practical. It is a nuisance to switch vendors on a regular basis. >> WSJ said WCOM and Sprint make up 96% of revenue. << True, but CIEN is diversifying at an increasing rate. >> Down the road, CIEN's going to add a huge customer like AT&T or BT or Concert or QWEST, and we'll be off to the races again. << Actually I would prefer and expect that CIEN will add a bunch of smaller customers.