Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave Dickerson who wrote (5402)	4/22/1999 10:30:00 AM
From: Chuzzlewit	Respond to of 7342

Dave, I have no doubt that the goal is attainable, but can they do this without acquisitions to bolster the product line? Do they need an acquisition in the fiber-optic arena (I will not say the C word!)? TTFN, CTC

To: Dave Dickerson who wrote (5402)	4/22/1999 1:21:00 PM
From: Doughboy	Read Replies (1) \| Respond to of 7342

Dave, Actually, I think the goal of 3X by '03 is fairly modest given Tellabs' growth. If I'm correct, the target is a four year (16 quarters) endeavor, which works out to about 32% avg annual growth. And if you want to cheat, there would still be three extra quarters of padding in '03 to make it to 6 billion. Still it's a nice target; we often get spoiled because Tellabs executes so well, we forget how hard it is to actually grow at 30% a year. Doughboy.

To: Dave Dickerson who wrote (5402)	4/22/1999 6:14:00 PM
From: D.E. Lee	Read Replies (1) \| Respond to of 7342

Yikes, Any thoughts on how this might play out for Tellabs? AT&T Makes $58B Bid For MediaOne biz.yahoo.com Two thoughts: 1. MediaOne is a Tellabs customer (for Cablespan, I presume). 2. Tellabs has yet to crack AT&T (as far as I know....) Regards, Daryl

To: Dave Dickerson who wrote (5402)	4/27/1999 9:07:00 AM
From: Beltropolis Boy	Respond to of 7342

guess i missed this one -- CFO guglielmi was on CNBC yesterday. no transcript, but for the multimedia-enabled, you can catch the aud & vid replays. ----- CNBC Tellabs (TLAB) CFO Peter Guglielmi on the company's stock performance 04/26/99 mktnews.nasdaq.com\\www\nasdaq\news\msnbc\1999\4\26\NASDAQ_1720_20702.htm&usymbol=TLAB&logo=True&companyname=Tellabs%2C+Inc%2E

To: Dave Dickerson who wrote (5402)	5/3/1999 9:29:00 AM
From: Beltropolis Boy	Read Replies (2) \| Respond to of 7342

Tellabs Introduces Next-Generation, Global Optical Networking System TITAN(R) 6100 System Helps Service Providers Offer New, High-Speed Metropolitan Area Services May 3, 1999 09:03 AM LISLE, Ill., May 3 /PRNewswire/ -- Tellabs (TLAB) today announced a next-generation, global optical networking platform that will help service providers offer new high-speed metropolitan area services, while reducing network complexity and operations costs. The TITAN 6100 optical transport system is the first in Tellabs' 6000 series of global optical networking systems designed to greatly increase network capacity, efficiency and manageability. "Tellabs' solution is flexible in its ability to address end-to-end lightpath management for mesh and ring applications in a single platform," said Mathew Steinberg, director of optical networking for Ryan Hankin Kent, an industry research firm based in South San Francisco, Calif. Utilizing dense wavelength-division multiplexing (DWDM) technology, the TITAN 6100 system enables service providers to offer managed lightpath services and initially boost network capacity by as much as 32 times. The system carries 32 different wavelengths, or "colors," of data, voice and video traffic over a single optical fiber pair. Each wavelength serves as a separate channel for carrying information over the same fiber. This multiplies the capacity of the fiber and enables service providers to expand bandwidth without adding more fibers. Designed for metropolitan service applications, the TITAN 6100 system provides complete optical networking solutions in mesh and ring configurations. TITAN 6100 systems initially deployed for point-to-point applications can be interconnected, without transponders, enabling optical pass-through of traffic that does not need to be terminated locally. By eliminating extra transponders, service providers can significantly reduce capital costs and increase the reliability and flexibility of networked applications. The systems can be connected while in-service, without affecting the operation of other channels already deployed in the network. To deliver the same mesh pass-through capabilities, competitors must use back-to-back terminals linked by costly transponders. Alternatively, they have to utilize add/drop multiplexers that only support ring configurations. This method requires more complex planning with separate platforms. The TITAN 6100 system is unique in that it can support mesh, ring and point-to-point applications in the same platform, which gives service providers unparalleled flexibility. "The TITAN 6100 is a flexible and scalable platform that enables growth in multiple dimensions," said Brian J. Jackman, president of global systems and technology at Tellabs. "Service providers will be able to increase network capacity, deploy the system over longer distances and provide optical network restoration." Tellabs' optical transport system also provides extensive management capabilities not found in other DWDM systems today. The TITAN 6100 system's element management system (EMS) enables operators to provision end-to-end lightpaths. And a PC-based CraftStation offers an easy-to-use graphical user interface. The TITAN 6100 optical transport system will complement Tellabs' TITAN family of digital cross-connects and future platforms. These platforms enable rapid deployment and reconfiguration of telecommunications transport networks. Tellabs' TITAN 6100 system is expected to be available in the fourth calendar quarter of 1999. The initial release of the system will feature global SONET and SDH interfaces supporting speeds up to 2.5 Gbps, including OC-3/STM-1 (155 Mbps), OC-12/STM-4 (622 Mbps) and OC-48/STM-16 (2.5 Gbps).