ANTEC Corp. (ANTC) Message Board

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Technology Stocks : ANTEC Corp. (ANTC)

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To: brother who wrote (30)	2/8/1997 11:05:00 PM
From: Mark Oliver	of 847

Apology accepted. I have a lot of study to do before I can really say what Antec's strengths are. I was holding TSXX which will soon be converted. I think we will see winners and losers from this segment. Everything I read about CATV is showing survival instinct, FCC push and general maintenance will keep the infrastructure upgrade going strong. Early surveys are showing strong customer approval for Internet services even though there are still many bugs to be worked out. I think we will all be a bit wowed when we get a taste of the speed coming through our cable. It's not wise for any company too dependant on one customer. I hope that's not the case with Antec, and that we've seen a overly harsh market reaction to TCI's announcement. I've seen other companies perform very well in spite of TCI; HLIT and ORTL. I had hoped that Antec would also weather this with a better showing, but first glances at the recent earnings are not so great. I haven't had time yet to really go through it yet. Anyway, positive and negative criticisim will make us all better investors. Thanks for your advice. Mark

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