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


To: 4finger who wrote (675)9/28/2000 6:36:40 AM
From: Arthur Tang  Read Replies (1) | Respond to of 847
 
I am sorry no one here is interested to look at the sector as a whole?

Investors either buy the whole sector(shot gun approach) or buy a single company (if you believe in the management) for maximum gain. In my case, consulting work has to pit one company against the rest; so I stay with only analyzing a single company.

Lets stay with ANTC. Once the direction is known, it is a matter of execution of plans. ANTC has been interested to sell to the rest of the world. The Chinese connection looks weak so far; that is probably ANTC has not cover the whole country yet, especially in major model cities. In country such as China; direct factory sales in China may work without middleman, since model cities(18-36) are few. A comprehensive marketing plan can be effective around the world thru e-commerce supported by regional account executives.