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

To: Doughboy who wrote (2174)	10/16/1998 7:34:00 PM
From: DenverTechie	Respond to of 12823

DougH - do you think this record setting quarter happened by accident at TLAB? Or that they have met or exceeded their numbers for years? There is a delicate balancing act between present cash cows and future revenue potential. My humble opinion is that Tellabs gets that balance right. At any rate, TITAN still has legs and we have already discussed previously that operators will continue to need digital cross-connects right along with optical cross-connects in the future. And I bet they are working on optical cross-connect technology right now. As they said in the CC, they don't announce or announce vaporware, so market analysts panic they have nothing in the pipeline. On the contrary, Tellabs always has something in the pipeline. They wouldn't be developing a double sized TITAN unless they were damned sure there was going to be big demand for it. They just don't operate that way. They were one of the first developers of HFC cable telephony gear. They kept it quiet to everyone except those of us in the customer base that were asking for it. And when they had it, we gobbled it up. It was the best first generation system available (although Arris' Cornerstone Voice has made up lots of ground and is now arguably the better system depending on who you ask). TLAB stock will be shrouded with the specter of the failed Ciena deal for some time to come (3 months? 6 months? not sure) but within a reasonably short time the collective WS memory will fade and Tellabs will be valued based on normal factors again. I agree that the Ciena deal WAS a perfect fit and it is a huge shame it wasn't meant to be. But we need to put that behind us if possible and look at Tellabs on its own again and take the emotion of the Ciena failure out of it (easier said than done).