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Technology Stocks : ANTEC Corp. (ANTC)

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To: ET who wrote (311)4/30/1998 10:15:00 PM
From: Hiram Walker   of 847
 
Et, let me explain some things,sir. First of all,I am not bad mouthing anything,but trying to stay objective. Perceptions of reality,often cloud ones mind to the truth. Well, as I see it,TCOMA has twisted ANTC's arm,into taking on the responsibility they should assume of buying equipment. HLIT used to OEM to ANTC,and both companies ran into trouble counting on TCOMA to buy product from them.
HLIT's answer,was to diversify to other companies,and across continents. They have accounts in such diverse places at Wharf Cable in Hong Kong,VCC in Buenos Aires,Thyssen in Germany,a triumverate in the U.K.,and Rogers/Shaw in Canada.
As to losing in HLIT,no I am up on HLIT. I bought at 19, a core position,and bought more at both 11,and 13. My average is 15. But to buy at 11 took faith,in the management and in what they are selling.
All life is based on faith,for without it,we panic.
Childish emotional responses to alternative views,do not a good poster make. It seems that human nature,wants to reward those views that reinforce our own,and to dislike views that do not.
Hiram
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