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

To: Trey Yon who wrote (4034)	10/8/1998 1:41:00 PM
From: Dave Dickerson	Respond to of 7342

Trey- be the man and hold your whole short position through Tellab's earnings announcement next Thrusday. If you don't then your are not much more than a day trader. DAVE DICKERSON

To: Trey Yon who wrote (4034)	10/8/1998 1:43:00 PM
From: Dave Dickerson	Respond to of 7342

To all- a good post from Yahoo- <- Previous Next -> Message 3313 of 3343 Reply IMPORTANT - I just got off the phone with the head guy who baileyg97 Oct 7 1998 4:21PM EDT handles TLAB's investor relations, and he gave me some insight into yesterday's fallout. Apparently, Bellsouth, one of TLAB's major customers, had a conference with analysts yesterday. During that conference, they focused on the fact that around 2000 they will slowly begin migrating from current telecomm. technology to a dense-wave multiplexing type technology. Among those who attended was the analyst for Warburg Dillon, who follows both Bellsouth and Tellabs. Naturally, when word leaks of a coming switch in technology, rumors can begin to spread and get really twisted around from the truth. This is what happened yesterday. The fact is that if you go back and read first post today, #3301, these issues are being addressed. TLAB will be ready to equip its customers with this new technology when the time comes. Most of this new tech. is still in the R&D / Testing phase. I also questioned Tom about the upcoming earnings release, which has been set for Thursday, 10/15, after the market closes. He STRONGLY REITERATED that management was comfortable with .46 for this quarter, and affirmed pre-revised esimates for FY 1999 and 2000. Remember, Warburg revised estimates down by .10 for both of these years. No, I am not saying that TLAB will beat earnings for the next 8 quarters, but upper management has shown its approval and feels comfortable with them. All of the talk about capital spending tailing off next year is very early, in my mind. Remember, analysts had rather err on the safe side then make wild predictions and look like idiots if they are not met. Today, we showed more strength than the past 7 days combined! It was nice to see a strong finish in the last 30 minutes and closing up on a down day. If we can just get the markets to cooperate, TLAB will begin to show some sustained strength. Next Thursday P.M. should be a nice afternoon for us - tune in!! Regards, bailey DAVE DICKERSON

To: Trey Yon who wrote (4034)	10/8/1998 1:48:00 PM
From: Dave Dickerson	Read Replies (2) \| Respond to of 7342

To all- again a good post over on Yahoo- - Previous Next -> Message 3330 of 3343 Reply Expect disappointment danginsberg (22/M/Washington, DC) Oct 8 1998 9:52AM EDT Shareholders of TLAB have suffered through the worst of times in the past few weeks due to the fallout of the CIENA deal and the global slackening demand for telecommunications equipment. Lucent's commments concerning faltering growth certainly does not bode well for companies like Tellabs, Cisco and Nortel in this shaky market. There is some comfort, though in holding a quality company like Tellabs. For one, at least 80% of all voice and data transmissions are carried over Tellabs' equipment. The company provides cross-connects to all of the Baby Bells and several long-distance carriers and international carriers. As the flow of data traffic continues to increase and bandwidth continues to decrease, the local and long distance carriers have no other alternative but to upgrade their existing networks. Tellabs (as well as Lucent, Nortel and others) provides the equipment necessary to facilitate the transition of voice circuits to data packets. It is this evolution of data communication that fuels the many years of growth ahead of Tellabs. There are also some peripheral sources of reveune that may support Tellabs' bottom line, including cable telephony products. The At&T merger with TCI clearly displays the coming convergence of cable and telephone. However, our existing networks cannot support the transfer of phone-line traffic over cable wires. Companies like Broadcom and Tellabs have developed cable telephony modems and other devices that facilitate this convergence. In summary, the future is bright for Tellabs as well as its competitors. And as the market continues to wear away at your portfolio, remember the phone lines that you chat on, the ISDN lines that you download the Internet on, and the cable lines that you watch TV on. They are not going away--they are only getting better. Dan Ginsberg Partner Stock Advantage DAVE DICKERSON