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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: SpecialK who wrote (1137)10/16/2000 11:44:23 AM
From: Bernard Levy   of 1762
 
PCOM's equipment does not seem to be as popular
with OEMs (except for Siemens) as NTRO. Also, don't
forget ALA, which got its PMP equipment from the purchase
of Newbridge, which had purchased Stanford Telecom
for its wireless unit and then sold off the parts
it did not want (defense business). Although PCOM
is very cheap, I would suggest a look at its balance
sheet (which is a disaster) before making up your
mind about making an investment.
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