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Technology Stocks : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?

To: MeDroogies who wrote (1753)	10/29/2000 1:58:52 PM
From: M. C. Orme	Read Replies (1) \| Respond to of 2013

Medroogies, You can't say because you don't know yourself i.e., a gut feeling and/or intuitive sense....or....you are not at liberty to say for whatever reason? My sense is the bad news is already priced into this stock (and then some!!) and it has mostly upside looking forward. Appreciate your thoughts and contributions. regards, MCO

To: MeDroogies who wrote (1753)	10/30/2000 10:27:36 AM
From: The Ox	Read Replies (2) \| Respond to of 2013

I just don't see the cable companies rolling out ANYTHING quickly. This industry is the leading example of how to drag your feet while the customer fails to get what they are demanding. I'm VERY curious why you think cable broadband services rollouts will increase in speed in the future?? The cost of building out the infrastructure to support cable broadband is the number one reason why cable companies will not move quickly (main office, headends, high speed backbones, etc). Add the logistics of wiring all the houses that want service (which is really the easiest part of the rollout,IMO). Add the accounting software, the staff, the debug time, etc.... It will literally be years before a majority of cable subscribers have "true" access and not some slimmed down, tiny fraction of what they could be getting because the cable company can't keep up with demand! Today's CNXT news: semibiznews.com Conexant inks deals to co-develop set-top boxes with Liberate, Next Level

To: MeDroogies who wrote (1753)	10/30/2000 11:07:01 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 2013

So is this the news/gut feeling that you were talking about? Conexant (CNXT: news, msgs) rallied over 9 percent after the company will supply Next Level Communications (NXTV: news, msgs) with set-top box chips for Next Level's new digital set-top boxes. That is part of an agreement in which the companies will collaborate to enable high-speed digital subscriber line services. Separately, Conexant said it was working with Liberate Technologies (LBRT: news, msgs) to develop a "next-generation" set-top box platform for telecommunications companies and for cable operators. CNXT shares added $1.44 to $23.31