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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: Rob Preuss who wrote (655)1/23/1999 2:23:00 AM
From: Jim Lou  Read Replies (1) of 1762
 
China is not a big concern for the following reasons: 1) DMC has limited market in China, currently, they are only selling Quantum, an outdated product to China; 2) all wireless and internet are in the hands of Chinese government. Private parties are not allowed to invest in those sectors. Because government is immune to financial crisis (i.e. State Owned Sector is priced by gov, not by market), therefore, there is not much to worry; 3) There is a greater chance that Chinese currency will not devalue. Because China is a half market, half state-owned economy, it has weathered the storm of Asian financial crisis and came out almost intact. The worst has past. The currency has recently gone down a little bit, causing no concern in China. The gov vowed again, no devaluation.

My question is this: is pcms a big competitor? Could someone please compare these two companies' products? Thanks.
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