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

To: Bernard Levy who wrote (1220)	12/4/2000 10:05:35 AM
From: Rob Preuss	Respond to of 1762

[New $15 million contract.] Monday December 4, 8:05 am Eastern Time Press Release SOURCE: DMC Stratex Networks DMC Stratex Networks Secures $15 Million Contract From International Government Humanitarian Organization Contract Provides for Wireless Voice and Data Transport for Worldwide Remote Locations; Encompasses Company's Leading Breadth of Product Line SAN JOSE, Calif., Dec. 4 /PRNewswire/ -- DMC Stratex Networks (Nasdaq: STXN - news), one of the world's foremost solutions providers for broadband wireless access and cellular applications, today announced that it has secured a two-year $15 million contract to supply the total global communications network of a large multi-country government organization. The contract includes requirements for several of DMC Stratex Networks' popular wireless networking products, including the Altium(TM), XP4, and DXR(TM) product lines. The contract demonstrates the benefits of the broad wireless product offering of DMC Stratex Networks. The first order, totaling $4 million for Altium and DXR products, was booked earlier this quarter. The global customer and its 30 affiliated organizations will utilize DMC Stratex Networks' products to interconnect voice and data communications within its worldwide structure and remote locations, many of which are in difficult climates and over rough terrain. DMC Stratex Networks will provide the locations' total internal communications network, as most locations do not have reliable communications infrastructures. DMC Stratex Networks' product line satisfies the organization's communications requirements, from 64-Kbps voice circuits to 155-Mbps Internet connectivity. In addition to voice communications, the Altium products ordered will transmit high-capacity 100BaseT LAN traffic within the network. The DXR products ordered will transport medium-capacity voice and LAN traffic with long-range capabilities of more than 50 miles. The XP4 products are included in the contract to deliver medium-capacity voice and LAN traffic at higher frequencies than the DXR, as needed. ``We are pleased to have been selected to provide the total, global communications network for such an important international organization focused on human rights,'' said Sam Smookler, DMC Stratex Networks president and CEO. ``This strategic announcement demonstrates our industry-leading product breadth and capabilities, and furthers our position as today's preferred wireless access equipment provider for worldwide networks.'' Altium is designed to meet the demanding requirements of high-speed wireless access networks, delivering data, voice and video in wireless systems operating in frequencies from 7 GHz to 38 GHz. Altium uses high-density 128 QAM modulation to deliver 155-Mbps wireless fiber-like access capacity in only 28 MHz of radio frequency bandwidth. The XP4 is a quickly installed, low-cost wireless network solution. It offers the flexibility of transmission capacities from 2 Mbps to 45 Mbps, and frequency bands from 7 GHz to 38 GHz. DXR radios, like their high-capacity Altium counterparts, are the most spectrally efficient offerings in their class. The DXR is specifically designed to provide low- to medium-capacity wireless connectivity for medium- to long-haul trunking applications. With headquarters in San Jose, Calif., DMC Stratex Networks, Inc., is one of the world's foremost solutions providers for broadband wireless access and cellular applications -- enabling the development of complex communications networks worldwide. Since its founding in 1984, the Company has achieved international recognition for quality, innovation, and technical superiority in delivering data, voice, and video communication systems, including comprehensive service and support. DMC Stratex Networks is strategically positioned to continue its solutions-based leadership in wireless high-capacity transmission technology. Additional information can be found at www.dmcstratexnetworks.com. SOURCE: DMC Stratex Networks

To: Bernard Levy who wrote (1220)	12/4/2000 10:33:37 AM
From: Rob Preuss	Read Replies (1) \| 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 Sep'00 Aug'00 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 0.0 --- --- Communications 634.6 634.6 634.6 634.6 634.6 634.6 634.6 634.6 238.0 138.0 0.0 0.0 --- --- TechInnovators 1136.0 1136.0 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 0.0 TechValue 5667.0 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 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 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 14.375 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 28.000 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 Market Commentary on 11/30/00 <http://www.firsthandfunds.com/news/2000-11-30_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.