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

To: Doughboy who wrote (4789)	1/19/1999 7:32:00 PM
From: voop	Respond to of 7342

Quoting Frank on the CSCO thread "Perhaps TLAB offers little in the way of forward looking products in the IP domain, but that's why TLAB needs an internet co like CSCO. In contrast, TLAB would avail itself to a huge presence with broad visibility into carrier buying circles, which are by far unlike any that can be typified in the enterprise space.Talk about cultural divides... ! CSCO doesn't play well in this game, yet, with those who possess carrier-like cultural persuasions, except within the inter-networking and ISP subsidiaries who posses a CSCO mind set, to begin with. But they are dwarfed in numbers by their switch-oriented counterparts, and in most instances out-voted by those at the top of these organizations, still. CSCO needs to be at the point of convergence where the DS-0 boxes and OC-48 cages are being transformed into the IP parameters of the next model. Companies like TLAB can bring them to that space, while paring down and migrating their traditional product lines at the same time. But your point is a valid one, and one that I'm sure is being weighed constantly in the tradeoff analyses by the guys with the pencils and erasers." Perhaps i should have said carriers in stead of ILEC? Thanks Voop

To: Doughboy who wrote (4789)	1/19/1999 8:33:00 PM
From: Mahesh	Respond to of 7342

"Unfortunately, TLAB has had about as much success with ILECs as Cisco has--not much." Wrong, check Tellabs annual reports. "TLAB's biggest customer by far is Sprint." wrong again - every year the largest customer Tellabs has changes, for the last few years some RBOCs and other IXCs have been at the top. "I think they do some stuff with Ameritech, but other than that I think they've had trouble breaking into LU's stronghold" wrong again - to my knowledge Tellabs flagship products are in all RBOCs. "Cisco and TLAB basically tap the same vein of customers. And if anyone is making progress in signing up ILECs, it's Cisco. So TLAB is not really going to help them." Wrong again - Cisco sells mostly in the enteprise arena with limited sales to carriers wheteher they be IXCs, CLECs or ILECs. Tellabs sales are exactly the opposite - again check out their SEC filings, annual reports etc.