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

To: DenverTechie who wrote (466)	11/15/1999 5:39:00 PM
From: All Mtn Ski	Respond to of 847

If it takes a hit, I'm buying. I caught the last dip down to 45-1/8, but I didn't pick up enough shares!!! The Street could totally take this the wrong way (Sell first, ask questions later) and dump the stock. That would be great, think of the catch-up revenues ANTC could receive in 1Q and 2Q 2000 from the Telcos that put off purchases due to Y2K. Tom

To: DenverTechie who wrote (466)	11/15/1999 9:00:00 PM
From: PaperChase	Read Replies (1) \| Respond to of 847

I noticed how they ramped ANTC's price $1.50 towards the close. One has to imagine that if AT&T is freezing equipment provisioning then so are some of the other cable companies.

To: DenverTechie who wrote (466)	12/29/1999 1:27:00 PM
From: PaperChase	Read Replies (1) \| Respond to of 847

DenverTechie, I appreciated your rebuttal last month over news about a Y2K equipment install freeze at AT&T. Today the writing is on the wall which reveals it will be an issue. I may reenter a position in ANTC when the halt is lifted. ANTC said: " * Traditional infrastructure products have experienced a late year volume fall off coupled with an adverse product mix within the product group, favoring lower margin products, principally fiber optic cable. * Cornerstone Cable Telephony and Data product revenues continued its strong growth and became a larger percentage of our business. However, during the quarter, AT&T unexpectedly shifted its order mix from Host Digital Terminals (HDT's) to Voice Ports and software."