ANTEC Corp. (ANTC) Message Board

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Technology Stocks : ANTEC Corp. (ANTC)

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To: Judy Muldawer who wrote (215)	1/2/1998 11:15:00 AM
From: Paul Weiss	Read Replies (3) of 847

Judy-- If there is any truth to the rumor, MSFT investing $1 billion in TCOMA, then ANTC would be an indirect winner. The effect would be somewhat delayed... how many folks realize TCI's commitment to ANTC's engineering services? How I see it is that any money MSFT invests in TCOMA to buy cable boxes frees up that much cash for other expenses. Close to the top of the list is system upgrades... and that's where ANTC comes in. Although this stuff is all in the rumor stage, it would at least explain recent volatility (SOMEBODY connects the TCI an Antec dots). Being the skeptic, I say show me the cash. Paul

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