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Technology Stocks : ANTEC Corp. (ANTC)

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To: Mark Oliver who wrote (29)2/7/1997 9:55:00 PM
From: brother   of 847
 
Mark,

I wasn't trying to be overly pessimistic, and apologize if it came out that way. I think you're right on, there is a trend towards rebuilding infrastructure.

What I was pointing out was merely the same thing that Antec told us shareholders in the info pack they sent us relating to the merger. If anyone is being pessimistic, it is Antec. The way I read that info was that ANTC's biggest product is something TCI, their biggest customer, no longer wanted. I don't think anyone could get anymore pessimistic than that.

I also wonder if the products that are causing the 50 percent year over year growth that you mentioned are produced or sold by Antec. I got the feeling from the packet they sent that some of the most important products are missing from ANTC's product line. Hopefully I read that wrong. Anyway, judging by ANTC's latest annoucnements, they certainly are not growing near that rate.

Like I said earlier, I was just relaying information. I was bullish on the stock until I got my mail one day. And again, I apologize for being MR. DOOM AND GLOOM.

brother
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