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

To: Rob Preuss who wrote (1247)	1/11/2001 2:08:23 PM
From: akmike	Read Replies (1) \| Respond to of 1762

Thanks for the comprehensive reply. My purchase was a couple of days ago at 13. I am a longterm investor as long as fundamentals are improving. It will be an interesting cc coming up, particularly in regard to the forward look. If STXN gives a positive look it should see mid-20's IMO in the near term. Long-term it will require continuing excellent execution by management; there is a cult of industry pressure to continually make products more cost-effective. This has resulted in companies' willingness to cut prices to extend the life of products that are in the latter stages of the product cycle. I would hope that margins on Altium are over 50% and that there is a drive to get STXN overall margins to the mid-40s. Does the new millennium product line cannibalize the Altium or attract a new business segment? Thanks again Mike