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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: Luke who wrote (1186)11/8/2000 11:24:56 PM
From: Rob Preuss  Read Replies (1) of 1762
 
Hi,

I found this on the Yahoo! board for STXN.

> this was posted today on the pcom board today regarding
> winstar.
>
> obviously, it's what i've been claiming all along, and it's
>why i think that the huge discrepency of ntro's valuation
>compared to stxn's was absurd.
>
> "I just listened the the Winstar conference call. Very
>positive call and result for Q3. Toward the end of the Q&A,
>they were asked about their expectations for buying
>equipment. They said that they will have strong demand for
>PTP equipment and growing, but less demand for PTMP
>equipment. They claim that there is more demand for PTP
>(lower cost) at larger buildings and that PTMP is more
>usefull for smaller buildings. There seems to have been a
>shift to PTP vs. PTMP at the larger building due to the
>overall cost savings. The key point to this is that WCII is
>focused on servicing larger building first and, thus, has
>more need for PTP equip. Also, these comments seem
>consistent with PCOM's comments that there has been less
>demand for PTMP than expected. However, PCOM's new PTP/PTMP
>equipment that is self configured in the field seems to
>address (assuming cost efficienies) the changing trends in
>the market. "

So there you have it... demand is strong for fixed wireless
equipment of the P-P variety... more so than the P-MP variety.
STXN is gthe leader in P-P equipment. The strong order growth
STXN has been showing is no fluke. We can expect it to
continue for quite some time.

Rob
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