ANTEC Corp. (ANTC) Message Board

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Technology Stocks : ANTEC Corp. (ANTC)

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To: DenverTechie who wrote (521)	12/30/1999 7:58:00 PM
From: DenverTechie	Read Replies (1) of 847

BTW, nice upward action today, up over 4 1/2. That regains over half the loss yesterday of 8. Things to keep in mind: 1. Stanzione has only been at the helm for a short time at ANTEC. He was previously CEO at Arris Interactive, the JV with Nortel and did a fabulous job there. He knows the communications industry, both telecom and cable. Very experienced, but new to ANTEC. I truly believe he was genuinely embarrassed by the miss this quarter and will do everything possible to not repeat. 2. There is indeed a concerted effort, and organization in place to diversify the customer base. 3. Pittsburgh just announced they have received approval from the city council to upgrade the fiber network there and offer advanced services like telephony and HSD. AT&T had been installing HDTs and Voice Ports in the suburbs up to now. This will open up a large and lucrative new market to add the city of Pittsburgh proper to the Cornerstone stable. ANTEC continues to be a star in the broadband cable upgrade and advanced service equipment arena. Other stars, namely HLIT (Harmonic) which have been stellar performers of late, have also not been immune to these types of clips. HLIT today went down over 8.

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