Stratex Networks, Inc. (STXN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Stratex Networks, Inc. (STXN)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: lazarre who wrote (972)	7/12/2000 3:32:58 PM
From: Rob Preuss	Read Replies (1) of 1762

(Paine Webber) Wireless Equipment: 2Q Preview Source: netcognizance.com (Added 7/12/2000 12:17:57 PM) Wireless industry growth and outlook should be positive during Q2 reporting season although some companies are managing company-specific operational issues that could limit upside. Believe seasonal patterns have resulted in a higher than expected mix of phones purchased by new users than replacement phones. Since new owners typically buy low-end, entry-level phones, this has resulted in a higher than expected mix of low-end phones. [Table showing their Q2FY00 EPS estimate for DMIC to be $0.11/sh, vs consensus EPS estimate of $0.10/sh.] [snip - stuff unrelated to DMIC] DMIC remain concerned about the pricing pressures of the Microwave Radio Industry, despite its leverage to the acceleration in wireless infrastructure spending, have more confidence in DMIC than PCOM which has been inconsistent in its performance. Believe both DMIC’s and PCOM ‘s valuations appropriately reflect growth and risk dynamics of their businesses. [snip - other stuff unrelated to DMIC]

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next