Stratex Networks, Inc. (STXN) Message Board

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Technology Stocks : Stratex Networks, Inc. (STXN)

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To: Bernard Levy who wrote (1050)	9/8/2000 9:25:48 PM
From: Rob Preuss	Read Replies (2) of 1762

Hi Bernard, Yes... I have followed STXN for very long time now. (Bought some more today at $23/sh.) Yes... STXN is working on a next-generation product (not really an upgrade to Altium since its based on their new "velocity" chipset and Altium is not). As you know, Altium is a very popular OC-3 (155 Mbps) P-P product which offers very high spectral efficiency. The next product (which I gather is sort-of an "upgrade" to the Altium) is due out in the next 3 months and will be an OC-6 (311 Mbps) P-P product... this will soon be followed, perhaps 3-9 months from now, by an OC-12 (622 Mbps) P-P product based on their velocity chipset... then, about 9-15 months from now, they'll produce a P-MP version of this OC-12 product. I assume that all these new products will be at least as spectrally efficient as the Altium product. Thus, the next 12 months should prove to be exciting times for STXN. Message 12993776 Yes... STXN can market Ensemble's P-MP products. STXN is an investor in Ensemble, having led a round of financing for them (other investors included Intel). I don't know the details of the agreement... but I assume that STXN will continue marketing Ensemble's products for quite awhile. I understand that the Ensemble offering... like many (all?) P-MP products on the market... has much lower aggregate capacity than the OC-12 P-MP product that STXN has planned. I think these lower-capacity P-MP products will continue to have a valuable market niche even after higher-capacity versions are introduced. Message 13200735 Message 13131597 Hope that helps, Rob

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