SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ANTEC Corp. (ANTC)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MikeM54321 who wrote (730)10/25/2000 1:45:19 PM
From: 4finger  Read Replies (1) of 847
 
You are right I have probably overestimated Arris run rate, but even at $500MM for the full year (which I think assumes no growth) I think a billion translates to a reasonable price to sales.

I have not followed ANTC that closely until recently so I am not sure about management's record re: communication with stockholders. I can say that I was not happy with the prior Arris arrangement and that this is preferable. I also like the way management breaks out their financial reporting along the 4 segments. I can forgive a lot of bad manners for that kind of clarity.

I empathize with stockholders with high costs on this stock, but ANTC is not alone in taking an ass kicking. I'll know more after the call next week but I'm inclined to belive that the long-term will work out just fine even for folks with high purchase prices.

Good luck to all.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News