An analysis of ANTC fundamentals and the technology they will face?
Present product lines ANTC enjoys is the wavelength division multiplexers, which is packet switching technology. It included the downstream products from headend to hubs. Which leads to complete network solutions. Then they have voice and internet solutions using DOCSIS 1.0 or 1.1. For HFC, eventually, cable industry will be saturated for NT and/or ANTC, unless cost of subscription motivates 100% deployment in each town up from 35%.
The direction of cable network is ideal for push technology, and can coexist with ethernet intranets. This will lead to government, schools and large busisness intranets. So, the future of ANTC is in VoIP in headends and backbones, without any change in technology yet.
If the number of headends and backbones becomes too large to manage; then code switching and bitstream swtiching will be deployed to simplify the installations. Now that we clearified the future growth and technology migration path, ANTC can go back to search for stockholders' value. 300% appreciation ($180/share)for next year is entirely possible if ANTC can execute this growth plan, and retain bottom line growth as well(no excessive technology R&D spendings, while push for saturation in cable industries as well as intranets).
I will attempt to project the revenue and earnings based on this plan. |
