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

To: pass pass who wrote (3319)	8/26/1998 12:45:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 7342

" think T and LU are trying to do the following: Spoil the TLAB/CIEN party. If the merger somehow survives, both TLAB and CIEN people will feel hostile against each, especially at the upper management level because TLAB will think they pay too much for a loser, CIEN think they get too little with their post-SONET technology." I think the upper management of both companies is more enlightened than this. It is potentially a huge win-win situation. All DWDM devices are essentially post-SONET protocol independent technologies. CIENA in many ways is ahead of the competition with reliable and proven equipment. I think what TLAB has to offer is the all optical networking side. As previously mentioned they have a crack team and there is a potential all optical LAN/WAN solution here. My bias is that I am long TLAB, and I bought it based on their management team and the acquisition of the Watson lab optical team. That team (as far as I know) did not work on a DWDM device, but have worked on optical networks. George D.