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Technology Stocks : ANTEC Corp. (ANTC)

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To: Hiram Walker who wrote (81)6/7/1997 2:24:00 PM
From: Mark Oliver   of 847
 
Nice work Tim. Seems like there is still some play left here. I was really pleased and surprised to see ANTC do so well recently after falling to near book value. Then we had a good bit of insider buying and it's been up ever since.

I must admit, I have my doubts about Cable Companies really installing telephoney, but it sure would be nice. And, why not? Their are so many niches to play on strengths. It would seem a tightly focused niche plays would be much better than comand an entire local area.

I'm wondering if it is good or bad that ANTEC is talking of setting up a joint venture with TCI to provide design, engineering and construction of TCI recently announced planned upgrades? It's a huge deal, but will it alienate them from other companies? I guess this deal with COX would suggest no.

Mark
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