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

To: MikeM54321 who wrote (605)	9/5/2000 4:59:57 PM
From: Arthur Tang	Read Replies (1) \| Respond to of 847

Tha question is "Is ANTC aggressive enough for NT to be satisfied with the penetration into the cable industry?". That is the way they structured the ownership of the Arris business. As you know, ANTC was a distributor; TSX was the manufacturer, when they merged.

To: MikeM54321 who wrote (605)	9/5/2000 5:04:32 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 847

Thank you Mike for that article. I always suspected the reason for the Antec-Nortel deal was that ATT was mostly a Lucent customer. It is interesting that Nortel's circuit switch business continues to grow in the mid-teens while Lucent circuit switch business is basically flat. Nortel has been more creative in integrating its circuit switch business with other new and growing technologies. Cornerstone is one and their Succession Platform is another. The article does not mention that Nortel retains its Cornerstone distribution rights in Canada and Europe where it is not having much success.