Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jay Rommel who wrote (4144)	10/17/1998 11:31:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 7342

Jay, I am by no means a bear, but the bearish arguments I have heard fit the following two categories: 1. There is a global slowdown of telecom company purchases, and evidence of this come from Alcatel; and 2. Sonnet is an old technology and TLAB is entirely dependant on this older technology. Demand for Sonnet solutions is expected to wane rapidly over the next few years, and there is nothing on the drawing boards to replace it. It seems to me that Michael Birck in his most recent CC as summarized by Dave Dickerson has addressed each of those concerns in great detail. I find myself persuaded by those arguments, and am content to continue owning TLAB. TTFN, CTC