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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: Lutz Moeller who wrote (891)3/16/2000 10:51:00 AM
From: Rob Preuss  Read Replies (1) of 1762
 
My portfolio has been holding up. I've been buying a few
shares of some companies on dips. My entire DMIC position
is still intact. DMIC is a strong company with a continuing
good story. DMIC now has the Ensemble PMP product to offer,
thus filling out their portfolio, and the Ensemble product
is better than those from NTRO, PCMS, or ADAP (which seem
to be overvalued). Furthermore, DMIC is working on their
own PMP product (along with more advanced PTP products)
that will be still better than what Ensemble has to offer.
DMIC has no debt and recently raised a lot of cash in
a public offering... I think that cash is being used to
raise their stake in privately-held Ensemble Communications.
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