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

To: Mike who wrote (4427)	11/24/1998 5:20:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 7342

comments today from jim jubak, for what it's worth ... ----- Posted 11/24/98 Updates New Developments on Past Columns Picking up on Telecom mergers Rumors. Sometimes I think it's safe to ignore them. Tellabs (TLAB) is down about $5 a share since it peaked just below $60 on Nov. 11. The weakness seems to be caused by rumors that shipments to NYNEX are running behind schedule and general worry about an anticipated increase in accounts receivable. Here's what I know about these two issues. First, NYNEX is indeed deploying the company's Titan product, and Tellabs has said that it's still on target to meet its goal of $230 million in Titan sales for the quarter. Second, Tellabs has reported that accounts receivable always rise in the fourth quarter, but that they should actually rise less than in 1997. The increase, apparently, isn't an indication that the company is loading the back-end of the quarter with last minute sales in order to make its numbers. moneycentral.msn.com

To: Mike who wrote (4427)	11/25/1998 6:03:00 PM
From: John Carragher	Read Replies (2) \| Respond to of 7342

TELLABS DEMONSTRATES IP TELEPHONY AND DATA OVER HFC AT WESTERN CABLE SHOW '98 Visit Tellabs at Booth #4959 in Hall D in the Anaheim Convention Center Lisle, Ill. — Tellabs will demonstrate IP telephony and data capabilities over its CABLESPAN® 2300 Universal Telephony Distribution System at the 1998 Western Cable Show in Anaheim, Calif., December 2-4. In addition, Tellabs will introduce a new family of remote service units, including an outdoor unit designed to deliver from 4 to 12 lines of voice and/or data service to homes or small businesses. "To date, Tellabs has delivered more than 30,000 lines of cable telephone service to customers worldwide," said Brian J. Jackman, president of Global Systems and Technology for Tellabs. "In response to the ever-increasing needs of our customers, we have expanded key features of the CABLESPAN platform for 1999." Tellabs will demonstrate the versatility of the EXPRESS/pathTM integrated data solution, the first product in the CABLESPAN platform to provide high-speed data to the home and a path over which IP telephony calls can be placed. Future CABLESPAN products from Tellabs will offer such applications as Voice over Internet Protocol (VoIP) and will be available in conjunction with the development and issuance of the PacketCableTM standards in the next few years. As a participating member of the PacketCable forum, Tellabs is working with other vendors to develop IP over HFC standards for interoperable future products and applications, including VoIP. Tellabs is also introducing a new family of remote service units (RSUs) for deployment at the residence or office. These units facilitate cable telephony, and for the first time, integrated high-speed data. This family includes: A new multi-line RSU/M outdoor unit with integrated EXPRESS/path data, and featuring optional 4, 8 or 12 line deployment configurations. An upgraded 2-line RSU outdoor unit with integrated EXPRESS/path data. An upgraded 2-line RiSU indoor unit with integrated EXPRESS/path data and a new, smaller size - especially for international deployments. More CABLESPAN innovations to be introduced at Western Show '98 include expanded RF frequency ranges, flexible bandwidth allocation for voice and data, a greater deployable service density in the same-sized footprint at the headend, and robust support of the entire platform from a single, graphical-interface element management system, the CABLESPAN EMS. These features, plus the new family of remotes and the EXPRESS/path data feature, are bundled together as the CABLESPAN feature package 3.0 (FP 3.0) platform. These innovative upgrades for HFC telephony networks will be available in early 1999. In addition, Tellabs will show feature package 6.0 (FP 6.0), the latest software release for its TITAN® 5500S digital cross-connect system. FP 6.0 allows the TITAN 5500 system to grow to 2,048 STS-1 equivalents. Moreover, FP 6.0 offers full, non-blocking time-slot interchange across the entire 2,048 matrix - enabling efficient usage of all port interfaces versus tandem-tied systems. Continuing its proven leadership in high-capacity transport systems, Tellabs offers this functionality in new systems or as an expansion of existing 1,024-port systems.