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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: Bernard Levy who wrote (1058)9/10/2000 10:57:27 AM
From: Rob Preuss   of 1762
 
Thanks Bernard,

I don't understand the market's fascination with PCOM.
They've been a terribly managed company... their one
hope was their line of P-MP products, but those products
are facing lots of competition (fom NTRO among others).
NTRO seems to have better management, but they still
only have one narrow product line and their actual sales
to date are fairly small... this makes them vulnerable.
As far as I can recall, neither PCOM nor NTRO is profitable
and its unclear that they will be profitable for a long time.
Also, both are heavily indebted - those interest payments
will be a drag on profits (if they ever have any).

Now compare this to STXN. STXN has a broad lineup of popular
products... with more on the way. They have a good solid
management that steered them nicely through the Asian
financial meltdown (after having previously whipped the
company into shape when they took over in the mid-90's).
STXN is profitable today and it has no debt at all.

Rob
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