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

To: Roadkill who wrote (1134)	10/15/2000 8:41:36 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 1762

NTRO makes P-MP (point to multipoint) equipment which has now been selected by several OEMs (Nokia, Lucent...). STXN has focused primarily on high capacity P-P radios (Altium). It has a high-capacity P-MP product line under development, but until it comes out, STXN will be viewed as more ``boring,'' rightly or wrongly, even though it is the market leader.

To: Roadkill who wrote (1134)	10/16/2000 12:35:03 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 1762

Hi Everyone, Bernard: Thanks for stepping in and answering these questions about NTRO & PCOM... You did a better job than I could have. Yes its a bit of a mystery why investors value NTRO (and, at some past times, PCOM) more highly than STXN. Mostly, I try to drill down for info about STXN but I do watch these other companies in my peripheral vision. For my money, STXN is the best of these three by far... and I wouldn't go anywhere near PCOM. While PCOM's balance sheet is a mess, I think NTRO is in pretty good shape... if I recall accurately, NTRO cleverly sold some shares to the public when their stock price was soaring, and they've since been sitting on a lovely pile of cash. My impression is that their management is pretty savvy with regard to financial markets... knowing when to sell stock as well as knowing what to say (and how to say it and when to say it) in order to get/keep the analysts and institutional investors excited. Their PMP products appear to be good but not great... I don't think the aggregate capacity is very high (they're not really very clear about this on their website) and the truely big question is whether their PMP product is more cost effective than P-P alternatives. I'd love to see a technical comparison of NTRO and STXN products... both present and future (planned) products... what they can do, how much they cost, etc. Rob