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Technology Stocks : ANTEC Corp. (ANTC) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (424)	9/14/1999 7:02:00 PM
From: NotNeiderhoffer	Read Replies (2) \| Respond to of 847

MO, The company presented at the DLJ conferernce in front of a packed room at 2:00 pm EST today. Of course, the stock started to trade up just after 2:00 as well. Stanzione came out guns a blazin and tried to shift Wall Streets attention from the cable telephony side of their business to the Optronics and Powering businesses. He handed the presentation off to Egan who talked about "betting the company" on cable telephony several years back which of course then put the focus back on everything Arris related. The powering segment is likely to turn out to be a home run next year as AT&T recently jacked their year 2000 cap spending budget allocated to powering from $50 million to $350 million. Guess who is going to be the beneficiary of the bulk of that cash? The breakout session was well attended and Egan pretty much did the talking. I won't bore you with my notes, but I will tell you that earnings guidance for next year will soon be going from $1.35 to $1.50, so get ready for another round of estimate revisions. Bet on it NotagamblerbutwaaaylongthisstockNeiderhoffer