Stratex Networks, Inc. (STXN) Message Board

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Technology Stocks : Stratex Networks, Inc. (STXN)

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To: The Ox who wrote (1738)	9/6/2006 1:49:52 PM
From: Rob Preuss	of 1762

Even with the drop so far today, we are still up over Friday's close and trading volume is much higher than usual as big investors react to the news. One such reaction is from First Albany who downgraded the stock from "buy" to "neutral". Thanks for the 5-year HRS chart... yes, it does look quite solid. I wish I had a similar chart that breaks out the contribution from the HRS microwave comms division. I frankly don't know whether HRS is contributing a gem or a dog, relative to the overall excellent HRS company performance. Of course, even if the past performance of the HRS microwave comms division is below the performance of HRS overall, it could still be a great performer and a positive partner for STXN. I'm cautiously optimistic about the merger. Its huge news and will take time for me (and everyone else) to digest... particularly since many details have yet to emerge. I saw one comment on the yahoo msg board that struck a chord with me; essentially, they said they felt this merger reduces both the risk and the reward for STXN investors. Hmmmm..... Rob

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