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Technology Stocks : ANTEC Corp. (ANTC)
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To: MikeM54321 who wrote (635)9/14/2000 8:49:26 AM
From: Arthur Tang  Read Replies (1) of 847
 
When we do marketing, we target customers. One by one, or if competition is stiff; by the territory (that can be expensive). US and ROW, ultimate saturation business projection is not as important as what is at hand. Which is penetration and technology obsolescence and replacement. The escape route of stalled growth is going into intranet business with cable systems in tandem.

PS. If we are building ANTC, then TLAB and others are competition. Besides, I do not own those stock. Mutual funds may own the whole basket of the sector.
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