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

To: PaperChase who wrote (463)	11/15/1999 4:03:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 847

PaperChase, Well 50% of ANTC's Q3 revenues were from AT&T. So this would appear, at first glance, to be a bad sign. But maybe the devil is in the details? In other words, they have quite a bit of work contracted out already. They are going great guns now and it's kind of hard to believe they would suddenly put the breaks on the HFC upgrades. Especially when the forecasts call for a substantial amount of HFC (50% from an article in the WSJ) upgrades to be done by the end of this year. I posted a summary of that article on the Last Mile thread a couple days ago. Thanks for the heads up. MikeM(From Florida)

To: PaperChase who wrote (463)	11/15/1999 4:26:00 PM
From: DenverTechie	Read Replies (3) \| Respond to of 847

PC, ANTEC has a full schedule of Cornerstone and Network Technologies hardware installations all through the end of the year. There has been no "freeze" on installations. However, ANTEC has been informed, along the lines of your post, that no software upgrades or updates can be loaded into any locations starting 12/1 until 1/15. So any software loads needed on existing systems must be done by the end of November. New systems being installed get installed with the latest software available up to that point, but nothing newer. This really hurts nothing, since most software upgrades are installed to fix minor bugs in the system that are discovered during operations. A tiny amount of annual or quarterly revenue is assigned to software upgrades at any rate. In a nutshell, this has no effect on earnings at all. Any analyst that tries to make a big deal out of this should have his head examined. As far as a slowdown on provisioning, a system I'm very familiar with plans to add 1100 customers between 11/23 and 12/31. Can't do that if there's a slowdown on provisioning. But I'm sure the news will be misinterpreted, as it always is, and perception being equal to reality in this market, ANTC will probably take a hit tomorrow. Then when the facts come out, it will go up again.