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

To: Jay Rommel who wrote (4220)	10/22/1998 3:14:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 7342

Thread, I have double my holding in TLAB. LU, LU, LU, LU is looming. That's my bet anyhow, plus the increase in money flow, beat down, great earnings, new product, on and on, too may positives to ignore. Enjoy, we will make it to the 60s soon. Greg

To: Jay Rommel who wrote (4220)	10/22/1998 3:16:00 PM
From: Dave Dickerson	Respond to of 7342

Jay- Bank stocks have not absorbed all their losses yet. Tellab's IMHO is just warming up, up 69% from it's recent low of $31. It has 5 major new product announcements coming out in the next 3-9 months,which should help persuade MM., fund managers, and individuals that it indeed has a future and it's growth is very much intact. My target price for 1999 is $2.40/s times 30PE=$72,which is +37% from current $52.43. I look for Tellab's mgt. to solve it's perchieved fiber-optic problem in next 12-14 months either by internal Dr. Green innovations or by partnerships or a merger. In any case stay in touch. Sincerely DAVE DICKERSON

To: Jay Rommel who wrote (4220)	10/22/1998 10:00:00 PM
From: Naveen Kumar	Read Replies (1) \| Respond to of 7342

Jay, my sentiments exactly. I got in at 33 and wondering when to bail out and jump into brokerages/money center banks and ERP companies.

To: Jay Rommel who wrote (4220)	10/26/1998 5:08:00 AM
From: Thomas Haegin	Respond to of 7342

Jay, FWIW I'm holding long term in TLAB. I like the recent run-up, but I feel that selling now is a waste of money :-) Whenever selling one, you must find a new and better idea... not an easy task if you ask me. One more reason for me to hold on the ones I have a "firm" grasp on... like TLAB (thanks also to this good board). I understand that you trade frequently, so taking some profits may be right for you with the runup into $55. Now, I hear and read that PSFT has a pretty bad record of communicating with the investment public. Think: Why would they do that? Arrogance? Hiding? Whatever, I don't want to bother with it and just keep my hands off. True that price is down, but why invest in such a company when there that many other good ones available that keep communicating freely... like TLAB for example. In software instead look at SAP or RATL for example, IMO. Meanwhile, financials I think are a very good idea. The internationals like CCI, MER etc. may still continue to reel from Asia, LTCM, LatAm, etc. but it will not go on forever. CCI has been cut in half, so judge for yourself... I like TROW and AXP. I also like SPC. BT having great dividend now, but may look unsustainable. In domestic U.S. banks, WAMU looking good to me. Don't know, hopefully something useful for you there. These I consider all long term ideas. I'm not good in predicting moves over 2 weeks to 2 months. regards, Thomas