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

To: Dave Dickerson who wrote (4170)	10/19/1998 10:41:00 AM
From: Dave Dickerson	Read Replies (2) \| Respond to of 7342

To all- Tellab's on squawkbox 10/19/98 They said Tellab's guided earnings up for 4th QF. And '99 and said that there will be upcoming product announcements. They said that we made .49 or .03 above old guidance. Numbers look good. We must be taking market share, since our estimates are better than many of other telecom. Eqt. makers. Mike said we had decent Asian revenues. As to Titan future, Mike said we have a piece of this business(namely that Titan plus other types of eqt. is needed on most new developments), that we have product development forthcoming in these areas and that we will be there,don't rule us out. About Ciena the merger was not a merge or die deal for Tellab's. Cablespan was covered Mike talked about growth in this area. and said we had no idea where Ciena deal breaking call came from. Not a bad effort from Mike handling these old questions and getting in some POSITIVE statements about Tellab's future. About 17 minutes on TV. DAVE DICKERSON