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Technology Stocks : ANTEC Corp. (ANTC)
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To: Gary105 who wrote (785)12/27/2000 2:07:11 PM
From: nghi vu   of 847
 
I do think ANTC is near the bottom and a much more solid play in this sector than HLIT. I do own 1000 shares. I do think for sure this quarter and next quarter will be bad and the stock will be below 10 until there are clear indications that the MSOs are picking up their buying patterns again. It will be good for ANTC as Charter and Adelphia stick to their plans to roll out cable telephony next summer. The sooner, the better to cut down the dependency with AT&T. I do not have much confidence in earning estimates for ALL OF THE OPTIC/BROADBAND equipment providers for the next 6 months because most big orders are pretty much delayed or cancelled. Things are not looking good and if the economy slows down more than what most predicted, watchout, this 6 months push out can turn into a 12 months or longer. I will hold on to my ANTC while I did dump all my HLIT.
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