ANTC SFA TLTN CCBL MXIM CB HRC, Interesting Net Articles Message Board

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Non-Tech : ANTC SFA TLTN CCBL MXIM CB HRC, Interesting Net Articles

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To: Mark Johnson who wrote ()	11/5/1998 9:14:00 PM
From: Jean-Pierre Conreur	Read Replies (1) of 2

I think that all of these "Last Mile To The Home Stocks" which were discussed earlier on this and other threads are beginning to look a lot better now that American Tel & Tel is getting closer to TCI. The recent announcement before the completion of the ATT/TCI merger of an initial ATT $50 million order to the Arris joint venture of Antec and Northern Telecom certainly gives credibility to ATT's seriousness about upgrading the TCI networks. Today's announcement after the market close by Teltrend that it will report earnings well above Street expectations will certainly add even more fuel to the fire. The Tocqueville Small Cap Value Fund further increased its exposure to this sector since our last interview. Enjoy the ride.

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