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Technology Stocks : ANTEC Corp. (ANTC)

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To: Jeffrey L. Henken who wrote (45)4/17/1997 9:28:00 PM
From: Anthony Marchese   of 847
 
DLJ recommended ANTC today, going from a hold to a buy. They feel that TCOMA will in fact dramatically increase spending in the latter half of 1997 and ANTC is a huge beneficiary. I know from sources who deal with TCOMA that they really are upgrading their systems to digital more rapidly than the public is anticipating. This quarter wil be a lousy one but the next two should be much better. DLJ set a $13 stock price in twelve months.
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