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

To: Luke who wrote (1186)	10/26/2000 12:11:29 AM
From: Rob Preuss	Read Replies (1) \| Respond to of 1762

Luke, We were down today along with the rest of the market, particularly telecom equipment companies, because Nortel reported revenues that were below expectations. You might remember what happened to us when STXN reported less-than-expected revenue for Q1 FY01... so, not surprisingly, Nortel was creamed today. But Nortel is a huge company... and investors figure that if they come up short in revenue then its likely others will too - so a lot of other stocks (including STXN) dropped in sympathy. But STXN didn't fare so badly relative to others: Nortel was off 30% and Netro was off 15% while STXN was only off 7.5%. Although we might get another down day or two on the market (which is still skittish) during the next month, I think STXN has good support at these levels and I think the market mood will soon turn more positive/bullish once again... so I think this a good chance to pick up some more shares. Rob

To: Luke who wrote (1186)	10/31/2000 5:29:41 PM
From: Rob Preuss	Read Replies (2) \| Respond to of 1762

Telecom conference - brief remarks. Due to technical difficulties, I only heard a little bit of the telecom conference. However, I did see some notes posted (by fun_da_mental_man) on the Yahoo thread. I gather that most of the information is stuff we already knew from the Q2 FY01 conference call (as detailed in my previous posts). This is all pretty exciting stuff... very bullish story going on here for STXN... so its good to repeat this info at an analyst conference, just to "get the word out" to as many money managers as possible. One tidbit posted on the Yahoo thread (that seemed new to me) was a statement that STXN was planning to offer a product with a capacity of 3 Gbps using 500 MHz of bandwidth... I hadn't heard of such plans for a new product before. Such a product would have about the same spectral efficiency (bits-per-second-per-hz) as + their current Altium products (which offer 155 Mbps in 28 MHz of bandwidth), + their next 311 Mbps products (due in March'01) which use 56 MHz of bandwidth, + and their soon-to-follow 622 Mbps products (due June-Sept'01), which use 112 MHz of bandwidth. So it seems they'll soon have a complete array of ultra-high-capacity products, available in a full range of frequencies, all with high spectral efficiency (which is important to their customers, since bandwidth is expensive... particularly in Europe). I'll try to listen in on the replay of this telecom conference when it becomes available and when I find some time. Rob PS) STXN stock had a good day today... we climbed all the way to $24+1/8 (up 2+1/4) on good volume before ending the day at $23+1/8 (up 1+1/4). Some large trades indicate institutional buying. PPS) It seems (see my earlier post) that Landis' was not selling into the STXN price drop last August. So its a cinch that he didn't sell during Sept or Oct either... he could even have been buying a few extra shares at bargain prices. Its become clear to me that Landis is long STXN and, like me, he is holding tight for those big long-term gains.

To: Luke who wrote (1186)	11/8/2000 11:24:56 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 1762

Hi, I found this on the Yahoo! board for STXN. > this was posted today on the pcom board today regarding > winstar. > > obviously, it's what i've been claiming all along, and it's >why i think that the huge discrepency of ntro's valuation >compared to stxn's was absurd. > > "I just listened the the Winstar conference call. Very >positive call and result for Q3. Toward the end of the Q&A, >they were asked about their expectations for buying >equipment. They said that they will have strong demand for >PTP equipment and growing, but less demand for PTMP >equipment. They claim that there is more demand for PTP >(lower cost) at larger buildings and that PTMP is more >usefull for smaller buildings. There seems to have been a >shift to PTP vs. PTMP at the larger building due to the >overall cost savings. The key point to this is that WCII is >focused on servicing larger building first and, thus, has >more need for PTP equip. Also, these comments seem >consistent with PCOM's comments that there has been less >demand for PTMP than expected. However, PCOM's new PTP/PTMP >equipment that is self configured in the field seems to >address (assuming cost efficienies) the changing trends in >the market. " So there you have it... demand is strong for fixed wireless equipment of the P-P variety... more so than the P-MP variety. STXN is gthe leader in P-P equipment. The strong order growth STXN has been showing is no fluke. We can expect it to continue for quite some time. Rob