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Technology Stocks : ANTEC Corp. (ANTC)
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To: MikeM54321 who wrote (567)4/21/2000 5:21:00 PM
From: PaperChase  Read Replies (1) of 847
 
Sir, you have defended Antec well. Thank you for the insight. The merry Yahoo posters were not as kind or insightful. As your reward, have your wife cook you a big steak dinner with all the trimmings. <g>

I am clearly disappointed in the continued, albeit slight, deterioration of the gross margin even after the 4th quarter write-offs. If Antec were able to get gross margins up anywhere near say LU, ADCT, or TLAB, then this stock would be at twice its current price level with a split behind it. I (and a few analysts) do not believe ANTC has been aggressive enough to address this issue meaningfully. While ANTC can compensate for the gross margin issue by wildly growing top line revenue, it would be nice if they could have it both ways.
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