Stratex Networks, Inc. (STXN) Message Board

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Technology Stocks : Stratex Networks, Inc. (STXN)

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To: Czechsinthemail who wrote (1278)	2/12/2001 11:02:16 AM
From: Rob Preuss	of 1762

I understand that the Altium 311 is based on their velocity chipset which helps them keep their costs down. I also gather that they're migrating some other products (including a DXR 45 Mbps radio) to the velocity chipset. Overall, STXN remains quite concious of their manufacturing costs and I think they are successful in keeping these costs lower than their competitors. As a consequence, they can offer competitive prices while maintaining higher margins. In the case of the Altium 311, I expect it to maintain a similar margin to the Altium 155 but offer significantly lower cost-per-megabit of transmission capacity... customers should love this so STXN should continue to grab market share which only adds to their economies of scale - all while remaining profitable with a positive cash flow and no debt. This is a great company! Rob

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