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Technology Stocks : ANTEC Corp. (ANTC)

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To: NotNeiderhoffer who wrote (439)10/5/1999 4:46:00 PM
From: PaperChase  Read Replies (1) of 847
 
I agree their growth rate is exciting. There are always negatives though. The most glaring one that challenges your EPS view is their weak gross margin % on sales. It is rather low compared to other broadband and telecom equipment companies. The reason for this has very little to do with the fact they share revenue with NT on the Arris JV. ANTC's gross margin has been consistently low for many years. Can you shed any light on this?
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