ANTEC Corp. (ANTC) Message Board

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Technology Stocks : ANTEC Corp. (ANTC)

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To: Ray Jensen who wrote (7)	10/7/1996 3:20:00 AM
From: Paul Weiss	of 847

Ever notice how confusing information can be before it's assimilated? Well Ray, I'm still working my way towards that post-confusion state and possess but a glimmer of understanding. Since MMM is a major player in the fiber connectors business (news to me again-- I bought it for the Imation spin-off) it would appear that I've accidentally established a position. Hmmm, better to be lucky than smart. But, back to ANTC... the company functions primarily as a marketing/distribution entity for a variety of cable equipment manufacturers? The risk would be their suppiers deciding to market their products directly, I suppose. If my logic is valid so far, I still run into a problem at this point: how significant is that risk? Is this the crux of pro/con investing in Antec, maybe? Regards, Paul

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