Stratex Networks, Inc. (STXN) Message Board

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Technology Stocks : Stratex Networks, Inc. (STXN)

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To: Luke who wrote (1186)	10/31/2000 5:29:41 PM
From: Rob Preuss	Read Replies (2) of 1762

Telecom conference - brief remarks. Due to technical difficulties, I only heard a little bit of the telecom conference. However, I did see some notes posted (by fun_da_mental_man) on the Yahoo thread. I gather that most of the information is stuff we already knew from the Q2 FY01 conference call (as detailed in my previous posts). This is all pretty exciting stuff... very bullish story going on here for STXN... so its good to repeat this info at an analyst conference, just to "get the word out" to as many money managers as possible. One tidbit posted on the Yahoo thread (that seemed new to me) was a statement that STXN was planning to offer a product with a capacity of 3 Gbps using 500 MHz of bandwidth... I hadn't heard of such plans for a new product before. Such a product would have about the same spectral efficiency (bits-per-second-per-hz) as + their current Altium products (which offer 155 Mbps in 28 MHz of bandwidth), + their next 311 Mbps products (due in March'01) which use 56 MHz of bandwidth, + and their soon-to-follow 622 Mbps products (due June-Sept'01), which use 112 MHz of bandwidth. So it seems they'll soon have a complete array of ultra-high-capacity products, available in a full range of frequencies, all with high spectral efficiency (which is important to their customers, since bandwidth is expensive... particularly in Europe). I'll try to listen in on the replay of this telecom conference when it becomes available and when I find some time. Rob PS) STXN stock had a good day today... we climbed all the way to $24+1/8 (up 2+1/4) on good volume before ending the day at $23+1/8 (up 1+1/4). Some large trades indicate institutional buying. PPS) It seems (see my earlier post) that Landis' was not selling into the STXN price drop last August. So its a cinch that he didn't sell during Sept or Oct either... he could even have been buying a few extra shares at bargain prices. Its become clear to me that Landis is long STXN and, like me, he is holding tight for those big long-term gains.

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