ANDW Message Board - Msg: 10327288

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Technology Stocks : ANDW

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To: pat mudge who wrote (782)	6/30/1999 3:25:00 AM
From: Johnny Canuck	Read Replies (1) of 857

Pat, >>Would you expect the company to preannounce by Friday if they plan >>to? I would not want to swear on a stack of bibles, but from past behavior by management I think that would be the case. <g> If you are interested in related areas, you might look at infrastructure construction companies. DY and MTZ are examples. I don't like the management of MTZ much though because they are way too green. If they would stop buying companies and concentrate more on cost control and integrating existing companies their stocks would appreciate greatly. DY have veteran management and is very conservative. I have a lot of respect for these guys. Anyway, someone has to build all that LMDS and cable infrastructure. If you don't mind dog stocks, try looking at ORTL. It is a turn around play. They make 1550 nm lasers for the cable industry and have just launched a line of D-WDM laser amplifiers. Let me know if you come up with a estimate of the value of the new ANDW deal announced today. I have not really had a chance to read the announcement in detail and won't get a chance till this weekend. Harry

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