Stratex Networks, Inc. (STXN) Message Board

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Technology Stocks : Stratex Networks, Inc. (STXN)

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To: Lutz Moeller who wrote (877)	3/16/2000 10:30:00 AM
From: Rob Preuss	Read Replies (1) of 1762

[Article about DMIC competitor Triton Networks.] Triton Network Plans to Hold $75 Million Initial Stock Sale By Siobhan Hughes Triton Network Plans to Hold $75 Million Initial Stock Sale Washington, March 3 (Bloomberg) [snip] Triton said its equipment has some advantages. For example, its products provide faster connections than DSL lines, transmitting data at from 100 to 155 million bits per second. [snip] Source (full article): quote.bloomberg.com REMARK: DMIC's Altium product provides 155 Mbps (OC-3) capacity and has been selling like hotcakes. If all Triton has to offer is a product delivering 100-155 Mbps, they'll need some way to sweeten the deal (e.g., lower prices) in order to move any product out the door. Hence, Triton is no threat... but its an annoyance as its presence will pressure DMIC margins.

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