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Technology Stocks : Stratex Networks, Inc. (STXN) -- Ignore unavailable to you. Want to Upgrade?

To: Luke who wrote (786)	11/17/1999 11:24:00 AM
From: Rob Preuss	Read Replies (2) \| Respond to of 1762

I'm not certain... but I think its a plus for DMIC... at least in the short term. CSCO's new products are a result of their purchase of Clarity and they use Clarity's Vector OFDM (VOFDM) technology. (If you know how VOFDM differs from standard OFDM, please clue me in.) Initially, they'll be in the MDS band. My guess is that they'll be going after "last mile" connections while DMIC can fill in the backbone. In any case, DMIC has a full product line while CSCO isn't even close to that... so I don't expect CSCO to be much (if any) competition for DMIC and they may even spur a few extra sales for DMIC. Note the news on the sale of DMIC shares (which I'll post in the next message). This should net DMIC at least $50 million and I expect they'll use this cash to acquire some PMP technology. Filling this hole in their product line will really move up the share price... so I see this sale as a great initial step. Rob