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

To: Dave Dickerson who wrote (4015)	10/6/1998 1:52:00 PM
From: dougjn	Read Replies (1) \| Respond to of 7342

Thanks Dave. Doug

To: Dave Dickerson who wrote (4015)	10/6/1998 3:08:00 PM
From: still learning	Read Replies (1) \| Respond to of 7342

Speaking of int'l: what is TLABs int'l exposure, asian exposure, latin american exposure? Dave or anyone know?

To: Dave Dickerson who wrote (4015)	10/6/1998 3:35:00 PM
From: Z268	Respond to of 7342

Dave, I hope you are right, but I am pessimistic. In this swing from "irrational exuberance" to "irrational depression", the prevailing rule of thumb may change to one where P/Es of stocks in mature industries revert back to 10-12, and P/Es of stocks in high growth industries fall back to 15-20. This will put TLAB at where it is now for the next couple of years, as revenue growth will be much reduced in the short term. Steve