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

To: Rob Preuss who wrote (1533)	9/5/2003 1:12:09 PM
From: Arrow Hd.	Read Replies (5) \| Respond to of 1762

Rob, thanks, you are right that PCOM is very speculative. I would have thought that if it was not going to survive they would have merged or gone into some form of bankruptcy by now. If we do get an upturn I think it holds on. They are getting decent orders every quarter and have some good China initiatives. STXN may have one more challenging quarter until they get to a full Eclipse roll-out but after that it is all up IMHO. If we get a pull-back of some kind in the next two months I believe I will take in a lot more stock.