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Technology Stocks : ANTEC Corp. (ANTC) -- Ignore unavailable to you. Want to Upgrade?

To: DenverTechie who wrote (823)	6/20/2001 8:21:29 AM
From: Arthur Tang	Respond to of 847

You really opened a can of worms, when you discuss NT. But it should be an analysis of NT before worrying about ANTC. NT had the largest write off in their history. But it is only write off on mergers and acquisitions, which could be good will on the books. The motive is, of course, refund of taxes paid in previous years, and reduction of amortization in future years. NT had a history of selling off to gain cash. Outsourcing their own human resources and accounting departments for billions of dollars cash were sell and lease back type of operation. So, what will they do with ANTC during this no event non-recession time of opportunity? Your guess is as good as mine. But where is the knight in shiny armor? No where in sight. We have to wait and see, if it is the market makers(they need 1.9 million shares of the old ANTC stock) or some investment bankers? If there is no deals pending then meeting and voting will proceed.

To: DenverTechie who wrote (823)	6/20/2001 6:36:52 PM
From: PaperChase	Read Replies (1) \| Respond to of 847

>>But then NT comes along with their press release saying they are looking to divest their ownership share in Arris. << Where did you see those words? I did not see them in NT's June 15th press release which only said, "As a result of the initiatives to streamline its businesses, Nortel Networks has also decided to discontinue its access solutions operations. These operations, which include our narrowband and broadband access solutions (as well as Nortel Networks membership interest in Arris Interactive and " I will call NT investor relations. For the record, I sold my Antec shares at $14.80 for a small gain to reduce dollar exposure and then bought $15 call options for the same amount of shares. It's no big deal, I just want to figure out how to play the misinformation and lack of information surrounding Antec.