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Technology Stocks : ANTEC Corp. (ANTC)

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To: Kenneth E. Phillipps who wrote (527)	1/14/2000 6:40:00 PM
From: DenverTechie	Read Replies (1) of 847

Perhaps this research note on AOL-TWX merger from ABN AMRO analyst answers your question. famulus.msnbc.com Titled "AOL-Time Deal Good for Suppliers" He says the biggest beneficiary should be Scientific-Atlanta (SFA), TW's preferred supplier for infrastructure and digital set top boxes. After that, ADC Telecommunications (ADCT), Motorola (MOT) and Tellabs (TLAB). He notes that other potential beneficiaries of the merger include Lucent (LU), Arris Interactive the joint venture of ANTEC (ANTC) and Nortel Networks (NT), Concurrent Computer Corp. (CCUR), Harmonic (HLIT), Liberate Technologies (LBRT), OpenTV (OPTV) and Redback Networks (RBAK). His main conclusion is that cable operators, data competitive local exchange carriers (DCLECs), and ISPs would respond to the merger with faster rollouts for building or upgrading their networks, which would accelerate capital spending for cable infrastructure and customer devices.

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