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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (1493)	7/12/2000 11:25:15 AM
From: John Pitera	Read Replies (3) \| Respond to of 2850

Tom, CNXT should not be compared to LU and CSCO or NT. I was making an analogy . LU is to CSCO (NT) as CNXT is to BRCM (PMCS) thats what I'm saying. CNXT is the Lu of it's space. LU being compared to NT and CSCO. NT and CSCO are rocking!! from an execution standpoint. I saw a write up about 3 months ago and it said hey nothing is the matter with CNXT except they compete against BRCM, PMCS, and 3 other companies, which I don't recall, I think another was RFMD. the point being that CNXT was up against a bunch of premier companies that were executing like crazy and had higher margins. I respect Gary's opinion and so lets see what the next 6 months bring. Wireless may be a core competency for CNXT. now that I've had a chance to see LU's spin-off and current difficulties it reminds me that CNXT is also a spinoff. Is it possible that spinoffs in tech are usually not going to be as robust as new companies that grew themselves? I'm not sure and have not thought about it enough. Maybe we can come up with a group of spinoffs and see if this theory holds water. CNXT's chart has been lousy for 4 months and the market is usually right, certainly in the long term