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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: Rob Preuss who wrote (1139)10/16/2000 12:49:45 PM
From: Bernard Levy  Read Replies (1) of 1762
 
Hi Rob:

My impression is like yours, namely that NTRO's
equipment does not have a very high capacity (but
it is possible they have made recent improvements).
However, a very difficult part of developing
a successful P-MP product line is actually the
wireless networking software layer and based on
a few reports I say during the last 2 years, I
think NTRO has done a good job in this area.

Best regards,

Bernard Levy

PS: Ensemble, in which STXN has an interest, has
also a lot of potential, although it is late in
coming to market.
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