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To: Johnny Canuck who wrote (19164)	1/5/1999 11:35:00 PM
From: Johnny Canuck	Respond to of 68092

Part of an article from: trading-ideas.com >>Warburg Dillon Read expects Tellabs (TLAB) to report earnings of >>$0.58 per share in the December quarter, with a slight possibility >>of an upside surprise. TLAB is expected to generate revenues of $493 >>million, up 34% year over year. Sales of Martis are expected to be >>strong at $132 million, up 63% over last year due to strong >>performance in Europe and Mexico. However, sales to >>Asia and South America could come in slightly on the soft side, but >>order backlog is building for South America going into 1999. Sales >>of its TITAN 5500 family of products are expected to be inline at >>$236 million, up 24% from last year. The largest improvement could >>come from its Cablespan and the AN2100. Warburg Dillon believes that >>Cablespan has significant growth opportunities in US given the >>pending merger between AT&T and TCI. Overall, Warburg Dillon >>maintains a "buy" rating on the stock. Interesting, if sales of Cablespan are strong, that would indicate good growth for ADCT's Homeworx's product too.

To: Johnny Canuck who wrote (19164)	1/6/1999 1:44:00 AM
From: Lachesis Atropos	Respond to of 68092

Hi Harry, >>Are you hearing anything about purchasing by MCI-WCOM? Nothing yet; however the press knows about things before managers at MCI WorldCom. MCI-WCOM is in a tizzy of re-organizations. Some VPs are being pushed out and some directors are leaving. This is the first time in MCI's history that so many org-charts have been published in such a short time from the VP level down. A few spin-off companies are forming. There was an article on the WCOM thread about the MCI brain drain, which in part is true. Internally, MCI WorldCom is still dealing with side effects and direct effects from that virus that caused Network Associate's stock to rise. The virus scanning software (no fix for it yet) chokes some file servers. I haven't heard of any purchases. Many rumors are floating around in the press and internally about Bernie out sourcing the IT portion of MCI--EDS and IBM are the contenders. Rumor is that EDS dropped out. With all the confusion going on, I do not see much happening until February. Attrition is high; positions are not being filled. Departments do have new budgets; However, they are not staffing as usual. Bernie took away the free MCI tea and cocoa in the coffee rooms. This may explain the rise in stock price. There have been a few shares given out. ~1200 per employee vested over 3 three years, through options. Not much else in the rumor mill. Lachesis

To: Johnny Canuck who wrote (19164)	1/8/1999 10:33:00 AM
From: Lachesis Atropos	Read Replies (1) \| Respond to of 68092

Harry, you have better informants than I have! 07:59 AM ET 01/07/99 MCI WorldCom to bid $55 bln for AirTouch-USA Today NEW YORK, Jan 7 (Reuters) - MCI WorldCom Inc. plans to bid more than $55 billion for cellular phone giant AirTouch Communications Inc. , people familiar with the deal told USA Today on Thursday. The all-stock offer, which could be announced as early as this week, is an attempt to out-bid Bell Atlantic Corp.'s estimated $45 billion offer and Vodafone Group Plc's estimated $55 billion offer. USA Today reported that MCI WorldCom Chief Executive Bernie Ebbers met with close advisors this week and decided to enter what is now a three-way bidding war. Both MCI WorldCom and AirTouch declined to comment to Reuters on a possible deal. MCI WorldCom in the past, however, has said it does not see wireless as a necessary part of its product mix. The paper also reported rumours that Mannesmann AG , AirTouch's German ally, may also be considering a bid. Mannesman officials made no comment to the paper. Mannesmann and AirTouch are partners in Moblifunk, Germany's largest wireless network. ((--New York Newsdesk (212) 859-1700))