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Technology Stocks : ANDW

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To: pat mudge who wrote (767)6/2/1999 3:44:00 PM
From: Johnny Canuck   of 857
 
Pat,

There is not a lot of volume today. I am not sure I would read a
lot into it.

From memory ANDW usually does not create much of a splash at
SuperComm. Their products are necessary, but not very sexy.
A new cable connector does not create the same stir as a new
optical cross connect or a new DLC system.

This is a turn around story and the nature of their business
calls for a slow steady improvement in fundamentals and therefore
stock price. Unfortunately, the days of them announcing large multi-year supply contracts are over, the business has changed for the whole sector.
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