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Technology Stocks : ANTEC Corp. (ANTC)
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To: DenverTechie who wrote (466)12/29/1999 1:27:00 PM
From: PaperChase  Read Replies (1) of 847
 
DenverTechie, I appreciated your rebuttal last month over news about a Y2K equipment install freeze at AT&T. Today the writing is on the wall which reveals it will be an issue. I may reenter a position in ANTC when the halt is lifted.

ANTC said:
"
* Traditional infrastructure products have experienced a late year volume
fall off coupled with an adverse product mix within the product group,
favoring lower margin products, principally fiber optic cable.

* Cornerstone Cable Telephony and Data product revenues continued its
strong growth and became a larger percentage of our business. However,
during the quarter, AT&T unexpectedly shifted its order mix from Host
Digital Terminals (HDT's) to Voice Ports and software."
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