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: Rob Preuss who wrote (1265)	1/22/2001 12:19:26 PM
From: Roadkill	Read Replies (4) \| Respond to of 1762

Rob, I would guess this was a pretty big account, despite the small size of the initial order. I can't think of any other reason that STXN would announce a $1.7 MM order, which will raise its backlog by only about 1%. Perhaps this was a formerly a competitor's account that STXN won, making the PR a subtle indication that STXN is gaining market share. Or perhaps this Australian company is at the beginning of a substantial buildout, and this initial order is simply a test order. The latter seems somewhat likely given the wording of the PR. I really don't have anything to add here, just speculating as to why STXN would issue a PR for an order of such modest size. There must be something behind this order that I can't figure out. Any ideas? RK