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: Daveyk who wrote (120)7/26/1997 2:50:00 AM
From: Paul Weiss   of 847
 
Dave--I've had a month or so contemplate this Antec-TCI arrangement now, I think it will be good for ANTC over te short term. Short term in this case may mean up to two years as TCI upgrade evolves. My money is on TCI (TCOMA) benefitting more, but that's a whole 'nuther issue. If I had any ANTC stock, I'd keep a sharp eye on Edgar filings to see if TCI makes any changes in their equity position of Antec. Only other cautionary note I have is the risk of doing too much business with just one client. I'd be curious about what percentage of ANTC revenue is related to TCI... current and when this system(s) upgrading is in full swing. Meanwhile, I think you have a winner with little risk at current price. I hope it does well for you. Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext