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

To: Thomas Haegin who wrote (4901)	1/26/1999 12:27:00 PM
From: Dave Dickerson	Respond to of 7342

Tom I believe you have right conclusion. Approximate % of Tellab's sales are; USA=66%,Europe=15%,Canada and Africa=10%,Latin Amer. and Mexico=5%, and Asia=4% for a rough total of 100%. Asian weakness has already been factored in, and in fact if they start to recover in late 1999,could cause Erickson's sales of Martis etc. there to pick up. Talks are ongoing with China and sales are starting to develop there. China refuses to go down tubes of Asian debacle. Tellab's would be a good candidate to hold in 1999 with good steady growth (35-44% per year), even if further developing country troubles develop. DAVE DICKERSON