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Technology Stocks : ANTEC Corp. (ANTC)

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To: ET who wrote (95)	6/30/1997 12:41:00 PM
From: Mark Oliver	of 847

Gary, just back from holiday and I'm surprised to see Antec trading down, but then they have had a great run from recent lows. I don't see any change in plans to build out HFC systems. So, I'm not sure why it's down, but these things do that. Regarding your questions, I'm a poor person to ask. I suggest you call the company and get them to tell you more. I'm in California and have had chance to visit Harmonic Lightwave. I think they are still looking good and also trading down to flat. As far as optical cable goes, I think it's a commodity. I think the software, head ends and engineering to make system wide installations will be the way to make money. There's an interesting audio file with Time Warner's chief technologist. news.com Go to the 11:00am to 12:00 interview. I think this is from the Business 97 conference. It probably won't be posted for long, so don't get mad if it's not there later. If you do get it, then imagine how nicely it would be to have an audio file and video file. If we just had the bandwidth, imagine how much better the resources of the net could be. HFC is all about bandwidth and that's we invest in Antec. Mark

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