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

To: Kenneth E. Phillipps who wrote (527)	1/10/2000 12:32:00 PM
From: MikeM54321	Respond to of 847

Ken- Generally speaking, the AOL/TWX deal has to be a positive for companies like ANTC. The value being placed on the cable plants are just tremendous. Of course they won't return the most value to their owners until the cable plant can deliver; voice/video/data. Specifically in reference to ANTC(as I speculated on the last mile thread), I'm most eager to see if T can now shake out a cable telephony deal out of AOL/TWX. That would be extremely good news for ANTC. -MikeM(From Florida)

To: Kenneth E. Phillipps who wrote (527)	1/14/2000 6:40:00 PM
From: DenverTechie	Read Replies (1) \| Respond to of 847

Perhaps this research note on AOL-TWX merger from ABN AMRO analyst answers your question. famulus.msnbc.com Titled "AOL-Time Deal Good for Suppliers" He says the biggest beneficiary should be Scientific-Atlanta (SFA), TW's preferred supplier for infrastructure and digital set top boxes. After that, ADC Telecommunications (ADCT), Motorola (MOT) and Tellabs (TLAB). He notes that other potential beneficiaries of the merger include Lucent (LU), Arris Interactive the joint venture of ANTEC (ANTC) and Nortel Networks (NT), Concurrent Computer Corp. (CCUR), Harmonic (HLIT), Liberate Technologies (LBRT), OpenTV (OPTV) and Redback Networks (RBAK). His main conclusion is that cable operators, data competitive local exchange carriers (DCLECs), and ISPs would respond to the merger with faster rollouts for building or upgrading their networks, which would accelerate capital spending for cable infrastructure and customer devices.

To: Kenneth E. Phillipps who wrote (527)	2/6/2000 1:27:00 PM
From: Techplayer	Read Replies (2) \| Respond to of 847

Kenneth, Do you still own ANTC? "ANTEC (Nasdaq: ANTC) - There was much rejoicing from ANTEC when AOL announced its merger with Time Warner (a subsidiary of which owns 18.5% percent of Hoover's, the publisher of this Web site). A maker of equipment that cable companies use to bulk up their networks so they can be used for Internet access and digital video, it certainly stands to gain from the broadband build-out. But with a market cap of less than $1.5 billion and a price-to-earnings ratio around 25, ANTEC isn't priced like a typical tech company. But just 'cause somebody's got money, it doesn't mean they don't shop at Target." From hoovers.com Congratulations on your NT spike. Brian