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: Frank A. Coluccio who wrote (3323)	8/26/1998 1:34:00 PM
From: George Dawson	Respond to of 7342

"Interesting you should mention this. I'm trying to get a handle on the lasting impact of that acquisition. Would you happen to have an idea of how influential that transaction actually was beyond its institutional value to TLAB on the date that it took place? Given the shelf life of their once leading edge advantage, I suspect that it was diluted rather quickly once the technology was accepted in principle and later validated, but I have no way of knowing for sure. Stated another way, I'm trying to determine what the real and lasting payoff has been. When the TJWatson Jr. Rainbow Project acquisition was transacted, what were the real (material) resources that were ported over to TLAB? Any idea?" Frank, No idea, but I have been trying to find out over the past 18 months. I was initially disappointed that it did not lead to a DWDM device, and several e-mails to the company did not result in any good answers. The best I could glean from their web site was that they hoped to incorporate some of this technology into their larger selling products. Getting into the LAN per se is pure speculation on my part, but I think a logical extension, especially as you see evidence of various groups trying out "all optical" switches. I would think TLAB has some of the top talent in this area. But I don't think that capacity will be needed until everyone really needs true Gbps to the desktop. My crystal ball says that is a long way off. George D.