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

To: Arthur Tang who wrote (725)10/19/2000 4:22:28 PM
From: MikeM54321  Read Replies (1) | Respond to of 847
 
Arthur- I re-listened to the entire call again and it's pretty clear the margins old Arris Interactive currently shows is substantially higher than 12% that I believe you are estimating for gross. Stanzione said something like [paraphrase], "Arris Interactive is highly profitable."

In other words when the new Arris, Inc. ships Cornerstone product, their gross margins will be, "now in line with what you would expect a high tech company, with significant investment in R&D, to obtain."- Another Stanzione paraphrase.

Just thought I would mention in case you were interested. Thanks. -MikeM(From Florida)



To: Arthur Tang who wrote (725)10/31/2000 8:48:31 PM
From: May Tran  Read Replies (2) | Respond to of 847
 
Hi Arthur,
When you read the 10Q, did you notice Note 9 which they were talking about the Arris JV?
From what I understood is that ANTC got 30 millions in profit for their 18.75% interest in Arris in a period of 18 months as of June 30, 00.
So roughly, ARRIS was making a profit of 105 millions in that 18 months period.
Can anyone check this out and comment on this fact?
Or we can verify it via tomorrow CC.


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