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Technology Stocks : ANDW
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To: jelrod3 who wrote (853)5/18/2000 3:47:00 PM
From: michael_pdx   of 857
 
Based on my observations, my guess is that ANDW's slow down in revenue in 98-99 was related more to the slow down in the build out of digital wireless phone networks during that time frame than to management errors. Several major wireless phone providers spent a great deal of money in a phase one roll out of their digital networks from 96 through 98. Then they slowed construction down once their networks were up and providing service.

I believe that Andrew was one beneficiary of that high level of activity, and a victim of the slow down. However, It appears to me that we are in the the beginning of a second phase of construction activity that is benefiting Andrew and will continue to benefit it for some significant length of time.
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