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

To: Rob Preuss who wrote (897)	3/16/2000 10:13:00 PM
From: lazarre	Respond to of 1762

Rob, I have no clue as to the divergence in valuation between the 2. I suspect that NTRO's recent announcement of a secondary ( or was it private placement? ) by IB heavyweights is responsible for part of the advance especially after the recent downturn due to the lockup restrictions being lifted. But that is just a partial reason if its any explaination at all. Like you, I'm perplexed but still believe earnings ultimately rule the day....in PTP, and PTMP its just the break of day. Its gonna be a big pie. I wonder if Landis is holding any NTRO? What do you think of these guys as merger candidates for the likes of LU, Cisco or Nortel? lazarre