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

To: SpecialK who wrote (1137)	10/16/2000 11:44:23 AM
From: Bernard Levy	Respond to of 1762

PCOM's equipment does not seem to be as popular with OEMs (except for Siemens) as NTRO. Also, don't forget ALA, which got its PMP equipment from the purchase of Newbridge, which had purchased Stanford Telecom for its wireless unit and then sold off the parts it did not want (defense business). Although PCOM is very cheap, I would suggest a look at its balance sheet (which is a disaster) before making up your mind about making an investment.