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

To: Arthur Tang who wrote (716)	10/19/2000 11:16:47 AM
From: MikeM54321	Read Replies (3) \| Respond to of 847

Arthur- I could be wrong, but from the CC I believe both ANTC and NT management commented that the results of JV Arris Interactive have been formerly buried in the results of Nortel only (Nortel only because they were the majority owner). And the reason this is such a good deal is finally Arris Interactive can showcase it's results as a public company. As I say, I may have misunderstood. I've never dug into the margin details beyond noting that ANTC has publicly stated that the margins ANTC receives on sales of anything Cornerstone are of the 15% range. I'm still confused about your statement, "which this year has 12% gross of this year's revenue." Can you add some more color to it. Are you making a comment about what you believe to be the gross margin of Arris Interactive? Thanks. -MikeM(From Florida)