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

To: Rob Preuss who wrote (1051)9/9/2000 12:26:26 AM
From: Bernard Levy  Read Replies (1) | Respond to of 1762
 
Hi Rob:

Thanks for the great information. I did not realize
STXN has an OC-12 P-MP product under development.
I was trying to understand why it could be so cheap
compared to NTRO, GGNT and TNSI. If the company
can deliver on its high-capacity P-P and P-MP
radios, it is very cheap right now (I did make a buy
about 2 weeks ago).

Best regards,

Bernard Levy



To: Rob Preuss who wrote (1051)9/9/2000 12:53:15 AM
From: Czechsinthemail  Read Replies (2) | Respond to of 1762
 
Rob,

What are the chances that the component shortages will come into play again this quarter and the company will miss revenue targets? STXN's product line looks great; the possibility of a revenue shortfall seems like the most likely cloud that could rain on the parade.


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