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

To: DenverTechie who wrote (2173)	10/16/1998 1:30:00 PM
From: Doughboy	Read Replies (1) \| Respond to of 12823

I am long TLAB, too, but I have some doubts about where future revenue growth is going to come from. Titan is a great seller, but what kind of legs does Titan have, even a double sized one? It seems to me that Ciena was a perfect fit, and I'm still hurting over that one (in more ways then one--I was also long Ciena big-time). Doughboy.

To: DenverTechie who wrote (2173)	10/16/1998 1:41:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

DenverTechie, You know, as I was listening, I couldn't figure out if they were just doing a normally overly optimistic CC or was it factual and based on solid forecasts. I never listened in before. It's good to hear you feel they aren't normally over optimistic. They did keep getting questioned about the life of TITAN again and again. But for them to announce in Q4 a, "double-size" TITAN, it must mean it's still going strong. I may have forgot to mention the reason they believe TITAN is going so strong. It's because businesses are requesting T1 service, and leased lines for VPNs. RBOCs need to supply them and hence, strong TITAN sales. Does this make sense to you? I don't quite understand how RBOCs think. I'm confused because it seemed like analysts want to insist TITAN is "old" stuff and you need "new" stuff (ATM) to be successful. Can ATM products solve the RBOCs needs to supply businesses with T1 and leased line services? If so, why would RBOCs spend so much on TITAN products? I hope my question makes sense. Correct me if I'm not comparing apples to apples. Thanks, MikeM(From Florida)

To: DenverTechie who wrote (2173)	12/5/1998 5:46:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Tellabs DenverTechie, Just as you have said in the past(check out link I responded to and posts around it), TLAB is certainly true to their word and not prone to hype. If this was any other telecom supplier, the news would have come out of them, much sooner than from out of Sprint! They don't even want to comment on Sprint yet. Sounds like TLAB does have some solid upper management. I still like them as you do, but it's still slightly scary because of their legacy TDM stuff. It's not like a Cisco, with a portfolio of leading and bleeding edge, "stuff." But TLAB sure seems to know what it is doing and how to evolve to the networks of tomorrow. I used to like Newbridge Networks, but they kept fumbling the ball. I consider Newbridge and Tellabs to be in about the same positions (TDM leagacy stuff). But TLAB executes so much better. Thanks, MikeM(From Florida) PS I'm still blown away how the market pummeled TLAB for that CIEN deal. Just 4 months ago, they were at almost 90! They got as low as 34, and now at 60. Luckily I bought TLAB on the way down to the bottom but it wasn't fun at the time. _________________________________ Tellabs up on potential Sprint Contract NEW YORK, Dec 4 (Reuters) - Shares of telecommunications equipment maker Tellabs Inc. TLAB gained nearly 6 percent on Friday amid speculation it would land a contract from Sprint Corp. FON , the nation's third largest long distance carrier, analysts said. Shares of Lisle, Ill.-based Tellabs rose 5.9 percent or $3.375 to $60.125 on Nasdaq. "Sprint held a conference call today and said they would be using Tellabs' ATM products for its ION network," said Raj Srikanth, a telecommunications equipment analyst with FAC Equities. ATM stands for Asynchronous Transfer Mode, a type of high speed network that allows simultaneous voice, video and data transfer. ATM gateway products connect these high speed networks to other networks, allowing a voice call or data transmission to flow seamlessly from this high-speed backbone network to a local phone network. Sprint next year plans to formally launch its new Integrated On-Demand (ION) network that will allow customers to make phone calls, send and receive faxes and cruise the Internet over a single phone line. Sprint did not immediately return calls seeking comment on whether it would use Tellabs products. Tellabs spokesman Tom Scottino declined to comment specifically on whether Tellabs may announce a new contract from Sprint, but he said an announcement on its new ATM gateway product was imminent. Tellabs has previously said it expects its new ATM gateway product to produce revenues in the range of $60 million to $100 million in 1999. Tellabs already has an existing relationship with Sprint. "Tellabs has worked with Sprint for some time. Sprint's been a very good customer," Scottino said.