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

To: Bernard Levy who wrote (1161)	10/19/2000 12:54:08 PM
From: Czechsinthemail	Read Replies (2) \| Respond to of 1762

Bernard, Word on NTRO is both lower than expected revenues, lower than expected margins, and losing the LU contract to Ensemble. So at what point do you think NTRO becomes a buy?

To: Bernard Levy who wrote (1161)	10/31/2000 7:44:12 AM
From: Rob Preuss	Respond to of 1762

[Kevin Landis' Firsthand Funds - STXN Investment History] Firsthand Funds: Holdings of STXN Source: <http://www.firsthandfunds.com/> Thousands of shares of STXN held on the last day of the month. Fund Aug'99 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 0.0 --- --- Communications 634.6 634.6 634.6 634.6 634.6 634.6 634.6 238.0 138.0 0.0 0.0 --- --- TechInnovators 1136.0 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 0.0 TechValue 5667.0 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 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 0.0 -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 19.125 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 27.375 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 10/10/00 <http://www.firsthandfunds.com/news/2000-10-10_market_commentary.html> 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.