Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Luke who wrote (1176)	10/23/2000 2:50:04 PM
From: Rob Preuss	Respond to of 1762

Its a nice order and helps ensure that they'll make their revenue numbers for both this quarter and next... especially because it comes fairly early in the quarter. Since the press release didn't say that this was all shippable within the quarter, my guess is that the customer has asked for specific parts of the order to be shipped on particular dates... not all in this quarter. But they already had a large backlog going into this quarter, so I don't think they were in any way depending on this one order to make their numbers... I just see it as "insurance" and some improvement in "linearity". Rob

To: Luke who wrote (1176)	10/25/2000 10:04:22 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 1762

[10/18/00 - SUTRO maintains "buy" rating. Target $45/share.] ==> I think we missed this news item last week. <== SUTRO & CO. INCORPORATED issued a Daily Note on October 18, 2000 for DMC STRATEX NET On October 18, 2000 SUTRO & CO. INCORPORATED analyst M SABERI issued a 6 page Daily Note on DMC STRATEX NET. Report highlights: 'The fiscal 2001 EPS estimate was raised to $0.59 from $0.54. The company reported fiscal 2Q01 EPS of $0.15 versus $0.02 in the year-ago period. Results were driven by record bookings and new orders. A BUY rating was maintained with a 12-month price target of $45 per share.'. Source: biz.yahoo.com