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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: Rob Preuss who wrote (1046)9/1/2000 10:26:11 PM
From: Bernard Levy  Read Replies (1) of 1762
 
Hi Rob:

In addition to PCOM, ADAP and NTRO, you should perhaps
add GGNT and TNSI to your comparative screens. Together
GGNT and TNSI have about 1/10th of the sales of STXN,
but almost 60% of its market cap. Compared to NTRO,
GGNT and TNSI, STXN (I *hate* the new name) looks
quite undervalued.

Best regards,

Bernard Levy
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