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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (2172)	10/16/1998 1:22:00 PM
From: DenverTechie	Read Replies (3) \| Respond to of 12823

Based on that conference call summary, and the way I know Tellabs and their management and engineers, I would have no hesitation buying TLAB. They are good to their word, they follow through completely and thoroughly and they always have the #1 or #2 product in their market niche. Buy, buy, buy. Still my favorite telecom equipment supplier and based on this summation I have no reason to change that.

To: MikeM54321 who wrote (2172)	10/23/1998 9:00:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Tellabs says: Expect RBOCs to increase spending with TLAB by 10%-15% in 1999. ..... Expect IXCs, MSOs, CUXs to increase spending with TLAB by 30%-40% and that is CONSERVATIVE. Lucent says: Lucent does not see slowdown. LU said it does not expect demand for telecommunications equipment to slow, despite concerns among its competitors that phone companies may curtail spending on network equipment. "We have not seen a slowdown," Lucent's Chief Financial Officer Donald Peterson. .... "We see the market growing (revenues) at about 14 to 15 percent. That's a long-term growth rate, but we feel that's generally indicative of what the market did in 1998 and what we expect it to do in 1999," Peterson said. ..... Lucent sees its future sales coming from both traditional phone companies, as well as new upstarts such as competitive local exchange carriers. "The big dollars will predictably come from the larger network operators. But all (market segments) going to be very, very important," Peterson said. ___________________________ Thread, Sounds like similar forecasts to me. I hope they pan out. So far stock prices have not. This is about the only industry where estimated earnings were not knocked way down during this entire year. Yet most companies did well, but market has not really given them credit(IMHO). MikeM(From Florida)