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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: Roadkill who wrote (1134)10/16/2000 12:35:03 PM
From: Rob Preuss  Read Replies (1) of 1762
 
Hi Everyone,

Bernard: Thanks for stepping in and answering these questions
about NTRO & PCOM... You did a better job than I could have.

Yes its a bit of a mystery why investors value NTRO (and,
at some past times, PCOM) more highly than STXN. Mostly,
I try to drill down for info about STXN but I do watch
these other companies in my peripheral vision. For my
money, STXN is the best of these three by far... and I
wouldn't go anywhere near PCOM.

While PCOM's balance sheet is a mess, I think NTRO is in
pretty good shape... if I recall accurately, NTRO cleverly
sold some shares to the public when their stock price was
soaring, and they've since been sitting on a lovely pile
of cash. My impression is that their management is pretty
savvy with regard to financial markets... knowing when
to sell stock as well as knowing what to say (and how
to say it and when to say it) in order to get/keep the
analysts and institutional investors excited. Their PMP
products appear to be good but not great... I don't think
the aggregate capacity is very high (they're not really
very clear about this on their website) and the truely
big question is whether their PMP product is more cost
effective than P-P alternatives.

I'd love to see a technical comparison of NTRO and STXN
products... both present and future (planned) products...
what they can do, how much they cost, etc.

Rob
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