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

To: Pete Young who wrote (1109)	10/3/2000 2:45:24 PM
From: Rob Preuss	Respond to of 1762

[Kevin Landis' Firsthand Funds - STXN (formerly DMIC) Investment History] Firsthand Funds: Holdings of STXN (formerly DMIC) Source: <http://www.firsthandfunds.com/> Thousands of shares of STXN (formerly DMIC) held on the last day of the month. Fund Jul'00 Jun'00 May'00 Apr'00 Mar'00 Feb'00 Jan'00 Dec'99 Nov'99 Oct'99 Sep'99 Aug'99 ============== ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= e-Commerce 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 --- --- Communications 634.6 634.6 634.6 634.6 634.6 634.6 238.0 138.0 0.0 0.0 --- --- TechInnovators 1136.0 1336.0 1336.0 1336.0 1336.0 1336.0 1336.0 1206.5 892.0 387.5 225.0 0.0 TechLeaders 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 TechValue 5667.0 5667.0 5667.0 5667.0 4667.0 2472.0 2222.0 1949.0 1358.0 340.0 225.0 0.0 ============== ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= TOTALS 7437.6 7637.6 7637.6 7637.6 6637.6 4442.6 3796.0 3293.5 2250.0 727.5 450.0 0.0 Increase -200.0 0.0 0.0 1000.0 2195.0 646.6 502.5 1043.5 1522.5 277.5 450.0 STXN Monthly Share Price History (from SI historical price data) Low 25.437 27.812 23.125 22.000 31.000 30.500 20.000 15.312 12.812 11.875 13.000 10.500 High 43.000 41.000 37.188 38.813 48.500 40.875 42.250 25.813 18.125 18.125 16.250 15.000 Landis’ Weighted Average Share Price Assuming he bought all shares at monthly lows: $21.531 Assuming he bought all shares at monthly high: $34.016 Landis’ Market Commentary on 5/30/00 <http://www.firsthandfunds.com/news/2000-05-30_market_commentary.html> What, specifically, are you doing in today's market? Kevin Landis: The same thing we've always done. We're applying our firsthand industry experience to identify great technology companies and purchase them at the best prices we can for our shareholders. When the market puts these companies on sale, we try to take advantage of that. We're not too concerned about the short-term gyrations in the market. We are investing for the long-term and feel comfortable as a buyer in this market. Landis’ description of STXN: <http://www.firsthandfunds.com/funds/tif/companyprofiles.html> DMC Stratex Networks, Inc. (STXN) provides digital microwave radios for use in wireless communications networks. The company's customers include wireless telephone service providers and network equipment manufacturers, including BellSouth PCS, Winstar, Nortel, Motorola, and Siemens. The wireless communications industry is more than just cellular phones. It now includes companies, such as Winstar and Teligent, which provide wireless access to high-speed data networks. In the future, wireless technologies will be used to deploy basic communications infrastructure in developing nations such as China and India. As one of the emerging leaders in providing microwave radios, we believe that DMC Stratex Networks has tremendous potential for growth.

To: Pete Young who wrote (1109)	10/11/2000 1:16:39 PM
From: Rob Preuss	Read Replies (2) \| Respond to of 1762

Investment in Endwave? Folks on the Yahoo! thread are saying that STXN bought 450,000 shares of Endwave for $14/sh. Endwave is not publicly traded. Its a maker of ultra-miniaturized millimeter-wave transceivers using advanced flip-chip manufacturing technology. Here is Endwave's URL: <http://www.endgate.com/> I have a call in to Endwave and to Dan Spaulding (STXN) to try and confirm the above investment rumor. I could imagine that the transceivers made by Endwave could be a critical component for STXN's new ultra-broadband radio products, which are due to be formally announced within a couple months. I could imagine that STXN would want to ensure that they have adequate supplies of these critical components by investing in Endwave. I could also imagine Endwave having an IPO which would make STXN's investment worth a lot more than they paid. Rob

To: Pete Young who wrote (1109)	10/13/2000 9:09:35 AM
From: Rob Preuss	Respond to of 1762

[STXN conference call available on the Internet.] Friday October 13, 8:00 am Eastern Time Press Release SOURCE: DMC Stratex Networks, Inc. DMC Stratex Networks Announces Access Information for Second Quarter Of Fiscal Year 2001 Financial Results Company Set to Announce Results During the Afternoon of Oct. 17 SAN JOSE, Calif., Oct. 13 /PRNewswire/ -- DMC Stratex Networks (Nasdaq: STXN - news), one of the world's foremost solutions providers for broadband wireless access, today announced information for investors to listen live to the company's conference call specifically set up to review the company's financial results of the second quarter of fiscal year 2001, ended Sept. 30, 2000, and its current outlook. For those who are unable to listen live, an audio playback will be available shortly after the call has been completed, for a limited time. The company plans to issue a press release announcing its results at approximately 4:30 p.m. EDT (1:30 p.m. PDT) on Tuesday, Oct. 17. A conference call will follow, starting at 5 p.m. EDT (2 p.m. PDT), hosted by Sam Smookler, president and CEO, Carl Thomsen, senior vice president and CFO, and Charles Kissner, chairman of the board of directors. Investors are invited to listen to the call live via the Internet by pointing their browser to dmcstratexnetworks.com , clicking on the webcast link and following the registration instructions. Listeners will need RealPlayer or Windows Media player to access the webcast. The link will continue to be available for one week following the conference call. Investors can also join the company's teleconference by calling 212-896-6111. There will be 175 lines available to callers on a first-come, first-served basis. A telephone replay will also be available for 48 hours after the teleconference by calling 800-633-8284, or 858-812-6440 outside the U.S., and using the access code 16477547. With headquarters in San Jose, Calif., DMC Stratex Networks, Inc., 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 www.dmcstratexnetworks.com. SOURCE: DMC Stratex Networks, Inc.