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

To: Chuzzlewit who wrote (3590)	9/9/1998 7:01:00 PM
From: Kachina	Read Replies (1) \| Respond to of 7342

OK. The thing is that a leader R&D company needs to concentrate on what they do well. Otherwise they waste valuable resources on low margin sales. That is what I meant. 8 channel is not what Ciena should be selling now. 40 Channel and above is what they should be selling because they have a lock there. That is what I meant. So as an R&D leader they don't really want to distract themselves with low profit sales on older stuff. That makes sense to me. It also tends to be the case that R&D companies don't have the strongest focus on manufacturing. But I would guess that that will get some attention and improve them. My view is based on working inside several bleeding edge companies and knowing how they work. So - yes they did want the contract, but the probably did not want it for that equipment at that price point. That is what I meant.