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

To: Bernard Levy who wrote (1058)	9/10/2000 10:57:27 AM
From: Rob Preuss	Respond to of 1762

Thanks Bernard, I don't understand the market's fascination with PCOM. They've been a terribly managed company... their one hope was their line of P-MP products, but those products are facing lots of competition (fom NTRO among others). NTRO seems to have better management, but they still only have one narrow product line and their actual sales to date are fairly small... this makes them vulnerable. As far as I can recall, neither PCOM nor NTRO is profitable and its unclear that they will be profitable for a long time. Also, both are heavily indebted - those interest payments will be a drag on profits (if they ever have any). Now compare this to STXN. STXN has a broad lineup of popular products... with more on the way. They have a good solid management that steered them nicely through the Asian financial meltdown (after having previously whipped the company into shape when they took over in the mid-90's). STXN is profitable today and it has no debt at all. Rob

To: Bernard Levy who wrote (1058)	9/14/2000 9:40:55 AM
From: Rob Preuss	Respond to of 1762

[STXN certifies another transceiver supplier for the XP4 product line.] MTI Certified as Supplier for DMC Stratex Networks XP4 Broadband Wireless Access Product Family New Qualification to Supply Transceivers for DMC Stratex Networks' Popular Wireless Access Solutions Builds on Companies' Long-Standing Relationship HSINCHU, Taiwan, Sept. 14, 2000 - Microelectronics Technology, Inc. (MTI), Taiwan's first microwave technology company, today announced that the company has received new certification from DMC Stratex Networks (NASDAQ: STXN) as a qualified supplier for new wireless transceiver components for the leading XP4 broadband wireless access solution set. MTI has qualified as a turnkey supplier for components for DMC Stratex Networks' XP4 family of mid-capacity (up to 45 Mbps) broadband access solutions in the 15 GHz and 23 GHz radio frequencies. MTI has been supplying wireless components for more than 15 years to DMC Stratex Networks, one of the world's foremost solutions providers for broadband wireless access, and this certification furthers the long- standing strong relationship between the two industry leaders. MTI's leading wireless transceivers are anticipated to begin shipping in DMC Stratex Networks' XP4 products this quarter. In addition, future developments are underway for adding new products in additional radio frequency bands, anticipated to begin shipping in DMC Stratex Networks' solutions later this year. "MTI is a world-class manufacturing company and we're pleased to further our long-standing strategic relationship with them, helping us meet the record-setting demand for our broadband wireless access solutions," said Sam Smookler, DMC Stratex Networks president and CEO. "Adding additional supplier capabilities like MTI's new qualification is a way we are addressing the industry-wide component shortages, and working with MTI will significantly improve our supply chain on XP4, our solution in highest demand." "DMC Stratex Networks is a leading company delivering a broad range of solutions to wireless service providers, and we are pleased to further our 15-year relationship with them and add additional capabilities to help them grow in the future," said Wesley Huang, MTI president. "DMC Stratex Networks' business has been expanding, and growing our business with them is exciting for us and fits well with our planned expansion in the future." ABOUT MTI Microelectronics Technology Inc. (Reuters Code: 2314.TW) was founded in 1983 to become Taiwan's first microwave technology firm. Headquartered in the Hsinchu Science Park, MTI designs, manufactures and supplies a broad range of microwave integrated circuit products used for satellite broadcasting, communications and telecommunications. Capitalizing on more than 15 years of expertise in microwave technology, MTI has evolved from a microwave component manufacturer to a global provider of wireless communications subsystem and systems. MTI distributes its products worldwide with sales outside of Taiwan comprising 85 - 90 percent of MTI's consolidated net sales. More information can be found at <http://www.mti.com.tw>. ABOUT DMC STRATEX NETWORKS With headquarters in San Jose, Calif., DMC Stratex Networks, Inc., (NASDAQ: STXN) is one of the world's foremost solutions providers for broadband wireless access - enabling the development of complex communications networks worldwide. Since its founding in 1984, the Company has achieved international recognition for quality, innovation, and technical superiority in delivering data, voice, and video communication systems, including comprehensive service and support. Continuing its focus on the wireless broadband networking market, DMC Stratex Networks is strategically positioned to continue its solutions-based leadership in wireless high-capacity transmission technology. Additional information can be found on the Company's web site at <http://www.dmcstratexnetworks.com>. Media Contact: Amy Ding, (03) 577-3335, ext. 2002, ding_amy@jupiter.mti.com.tw