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

To: Dave Dickerson who wrote (4257)10/27/1998 10:25:00 PM
From: voop  Read Replies (1) | Respond to of 7342
 
DAve and the rest...

Ominous news from the Gilder report to which I subscribe.

"Contrary to the apparent stock market appraisal, Tellabs needs Ciena far more than Ciena needs Tellabs. Unless Tellabs can figure out a transition to WDM, it is probably on its way out."

He has removed TLAB from his Telecosm portfolio.

David



To: Dave Dickerson who wrote (4257)10/29/1998 11:37:00 AM
From: Arby  Respond to of 7342
 
AT&T announces $900 million in cap ex for telephone service over TCI cable. Antec/Arris/NT gets the initial $50 million with the remainder pending the TCI closing. Any ideas on TLAB's commpetitive position with Cablespan? Are they likely to get any of this business and if not, why not?



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