ANTEC Corp. (ANTC) Message Board

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Technology Stocks : ANTEC Corp. (ANTC)

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To: Judy Muldawer who wrote (27)	2/7/1997 3:19:00 PM
From: Mark Oliver	of 847

I think brother is overly pesimistic. There is a great trend in infrastructure upgrading in CATV, no matter what change TCI has made in stocking policy. The current figure is about 50% year over year. I'm also holding Harmonic Lightwave and Ortel, each of which was beaten down severly by the TCI announcement, but in the end when they reported earnings they smashed estimates and did quite well. I'm not sure you can say the same here as brother is correct that these companies have a greater reliance on TCI, but there is still a great trend toward upgrade which will help all these companies. Perhaps you'll see them going for more non-TCI business and that'll only build rev and earnings. Sometimes, you would also think that TCI's equity position would help these companies. Afterall, TCI will do well by itself to see these companies prosper. Anyway, short term could mean anything as this coming quarter is usually a poor one for earnings. The street only trades stocks they find exciting. Let's hope for a little excitement. Mark PS I hold TSXX and am still learning about Antec.

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