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Technology Stocks : ANTEC Corp. (ANTC)

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To: Arthur Tang who wrote (606)9/5/2000 5:26:41 PM
From: MikeM54321  Read Replies (1) of 847
 
"Is ANTC aggressive enough for NT to be satisfied with the penetration into the cable industry?"

Arthur- I'm guessing you are not referring to the ATT rollouts. In that case, there isn't anymore ANTC can do to help ATT to hit their internal goal of signing up 500,000 local cable telephony subs. The free voice(for five months) may do it?.

So you must be referring to the other cablecos. And it's a good point of which I'm not entirely sure of the answer. But I do have to say, both ADCT and TLAB put out a lot of fluff about their push into the cable telephony business(circuit-switched) and I can't get a hold of any firm figures of any significance. So that leads me to believe that ANTC must be getting the business while TLAB and ADCT put out the PR.

But it's a PURE guess based in part on the color ANTC added to their non-ATT telephony rollouts in other markets(during their last CC). You can't get color out of TLAB and ADCT, only adjectives. If you have details on Cablespan(TLAB) or Homeworx(ADCT), please post. I'm anxious to get some hard data out of those two systems. I'm concerned about this beating ANTC is taking on no news. Thanks. -MikeM(From Florida)
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