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Technology Stocks : ANTEC Corp. (ANTC)
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To: PaperChase who wrote (463)11/15/1999 4:03:00 PM
From: MikeM54321  Read Replies (1) of 847
 
PaperChase,
Well 50% of ANTC's Q3 revenues were from AT&T. So this would appear, at first glance, to be a bad sign. But maybe the devil is in the details?

In other words, they have quite a bit of work contracted out already. They are going great guns now and it's kind of hard to believe they would suddenly put the breaks on the HFC upgrades. Especially when the forecasts call for a substantial amount of HFC (50% from an article in the WSJ) upgrades to be done by the end of this year. I posted a summary of that article on the Last Mile thread a couple days ago.

Thanks for the heads up.
MikeM(From Florida)
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