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Technology Stocks : Stratex Networks, Inc. (STXN)

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To: Bob Huff who wrote (970)	7/11/2000 12:48:49 PM
From: Rob Preuss	of 1762

New products from DMIC... I was reviewing some of my old posts and thought that I'd remind the thread of this one (now 6 months old): Message 12626351 Based on what I said there, I expect DMIC to introduce some hot new products according to the following schedule: Oct'00-Mar'01: P-P radio with twice OC-3 capacity. Jan'01-Jun'01: P-P radio with four times OC-3 capacity. Jul'01-Dec'01: P-MP radio with four times OC-3 capacity. Of course, the product "roll-out" (when they ramp up production and sales while getting these products to operate at additional frequencies) will no doubt extend over a period of 0-12 months following this "introduction". Then, these products will have a lifespan of several years. While I'm eager to see these product introductions, my guess is that it will pay to be patient. I don't think the really big buildout of fixed wireless networks has yet begun and I think this product schedule is designed to hit the sweet spot of demand... at the same time, DMIC is moving toward becoming a "network" company (evidenced by the name change) that provides full "solutions" to their customers - this evolutionary step will broaden their source of sales revenue and help keep them on a strong steady growth track throughout the present decade. I'll be interested to hear (during this next conference call) how these plans are developing and whether they'll choose to advance the product introduction schedule at all. Rob Companies like NTRO are enjoying the limelight right now because they've got hot new P-MP technologies... but the real demand for these technologies hasn't started yet and their (relatively low-capacity) products will be seriously aged when it arrives. DMIC management is mature enough to know that it doesn't pay to get too far out ahead of the demand curve. [I think NTRO will grow, introduce new products, and remain as a DMIC competitor. I also think this is good for the industry as customers like WCII and others will demand to have multiple vendors producing interoperable products. But I think NTRO is the tiny underdog while DMIC is the 800-pound gorilla that will ultimately take the largest chunk of market share.]

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