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

To: Arrow Hd. who wrote (1553)	1/15/2004 4:53:40 PM
From: Rob Preuss	Respond to of 1762

Stratex Shares Rise on Analyst Upgrade, Product Shipments Thursday January 15, 4:21 pm ET By Tiffany Kary NEW YORK -- Shares of Stratex Networks Inc. (NasdaqNM:STXN - News) shot up to a 52-week high Thursday after an analyst upgraded his rating on the stock on prospects for the company's new microwave-radio products for wireless networks. While Stratex, which has suffered during a downturn for telecommunications- equipment makers, is expected to report a loss for its recently ended fiscal third quarter, analysts say its new Eclipse transmission system could be a turning point, especially with potential new business in China. The company also announced Thursday that Eclipse -- designed to help carriers connect wireless towers with existing networks and carry data and voice traffic -- had begun to be shipped. Deutsche Bank's Brian Modoff upgraded his investment rating on the shares to " hold" from "sell" and said new customers and higher profit margins are seen ahead as the Eclipse product line hits the market. "We believe the overall shift in strategy that the company is making will have a positive impact on operating margins," he said, adding that new customers and better revenue would also likely result. Mr. Modoff doesn't own shares of Stratex, but Deutsche Bank has had investment-banking business with the company. Mr. Modoff has a $5 price target on the shares and sees the company posting a loss of 13 cents a share on revenue of $37.7 million for its fiscal third quarter ended Dec. 31. The forecast is in line with the mean estimate of analysts surveyed by Thomson First Call (News - Websites) . At 4 p.m. EST on the Nasdaq Stock Market (News - Websites) , shares of Stratex were up 65 cents, or 13%, to $5.70 on volume of two million shares, five times the daily average. The stock earlier got as high as $6.10. Mr. Modoff said Stratex, which has done most of its business in Asia, could benefit from four potential projects in China in 2005 and 2006. Though the government has yet to award licenses for third-generation data networks in China, Mr. Modoff said China Mobile Ltd. (NYSE:CHL - News) and China Unicom Ltd. (NYSE:CHU - News; CHU) are expected to upgrade their networks in the coming year, while China Netcom and China Telecom Corp. (CHA) may build new networks. He said Stratex's products would be a good fit for the new networks, which could be a "catalyst" for the company in late 2004 or early 2005. Officials from Stratex weren't immediately available for comment.

To: Arrow Hd. who wrote (1553)	1/25/2004 4:57:30 PM
From: Rob Preuss	Respond to of 1762

2004 - a year of growth 22 Jan 2004 mobilecommerceworld.com 2004 promises to be a bright year for the Asian telecommunications industry, with analysts predicting that carriers will experience growth across the board. Gartner analysts attribute the change in attitude to better economic conditions, improving carrier fiancial performance, and a decline in price competition. "This will not only to result in new service offerings, but it will also lead to the first growth in telecom investment in the region in five years," said Bertrand Bidaud vice president of Industries at Gartner Asia/Pacific. Against this background Gartner has produced key telecom predictions for the Asia Pacific region for 2004 covering carriers, equipment and telecom services in the enterprise market. The predictions pinpoint both the region's bright spots and challenges ahead: In 2004, telecom investment is expected to increase 9 percent from 2003. One sector that will experience increased spending is in Next Generation technologies, bringing voice and data together on the same networks. Increasingly carriers in countries such as China and India, will move straight to Next Generation networks rather than deploy older style switched infrastructure. Investment will also increase in supporting the rollout of new services such as new high-speed data and video services, but the results of these are unlikely to show through 2004 - and disappointments are likely as carriers struggle with new business models. During 2004, the Asia/Pacific region will add another 125 million phone connections across fixed and mobile services, approximately a 13 percent increase from 2003 By the end of 2004, there will be 1.1 billion phone users in the region. But this subscriber growth will come at the expense of customer yields which will dampen revenue growth. Revenue growth across fixed and mobiles services combined in 2004 will reach about $17.1 billion, a 7 percent increase from 2003. The broadband industry will continue to show strong growth in 2004. The Chinese broadband segment built up huge momentum in 2003, making it the fastest growing major DSL market. In China broadband penetration is still relatively low, and the carriers are offering some of the cheapest broadband services in the world , down to $6 a month. Japan is still growing quickly, but it has become an increasing mature market, with around 10 million DSL connections. In the mobile phone industry, China is one of the most vibrant market in the world. Gartner analysts forecast sales to exceed 70 million units in 2004. The market's sheer size will propel one of the leading Chinese handset vendors into the worldwide top vendor rankings in 2004. The increased implementation of mobile phone connections will have an impact on the fixed line market. In developing markets, fixed-line carriers are struggling to compete with the explosion in the popularity of wireless or limited mobility wireless local loop services. Gartner analysts also project a rapid adoption of IP telephony in the enterprise segment in 2004. This will be driven by the need to replace an aging installed PABX base in enterprises. More than half of new telephony lines installed in the Asia/Pacific region in enterprises in 2004 will also be pure IP rather than IP-enabled. However, while there are many positive trends emerging for the Asia/Pacific telecom region in 2004, Gartner analysts said there will still be challenges. "Some sectors of the industry, such as long distance and international will continue to feel the pain of over-capacity. The effect of a renewed focus on growth will be inconsistent, and it may not yet pay dividends for many carriers

To: Arrow Hd. who wrote (1553)	2/4/2004 8:55:57 AM
From: Rob Preuss	Respond to of 1762

STXN Announces New Network Management Software Stratex Networks Announces New Generation of Wireless Transmission Network Management Software ProVision V Provides the Intelligence to Optimize Wireless Transmission Network Performance While Lowering Operating Costs SAN JOSE, Calif., Feb. 4 /PRNewswire-FirstCall/ -- Stratex Networks, Inc. (Nasdaq: STXN), one of the world's leading providers of wireless transmission solutions, today announced ProVision(R) V, a user-friendly, scalable element software management system (EMS). The ProVision V software suite is designed to optimize performance while lowering the operating costs of wireless transmission networks. Developed in parallel with the recently announced Eclipse(TM) wireless transmission system and with the active involvement of Network Operating Center (NOC) users and field engineers around the world, ProVision V provides detailed intelligence and expert knowledge to maximize network availability and provide rapid fault repair. ProVision V supersedes Stratex Networks' current EMS solutions and will be supplied in new network installations. Scalable to manage 10,000 network devices, the ProVision V software suite supports all Stratex Networks products including its new node-based wireless transmission system, Eclipse. ProVision V is a platform-independent client server solution that can be supported on either Solaris 8 or Windows 2000 operating systems. ProVision V can be easily integrated into higher-level management systems such as TeMIP, Netcool, HP OpenView, Remedy, Metrica, and Concorde. Successfully field-tested in both Malaysia and Thailand, ProVision V has received enthusiastic customer response. "Finally a system for users, not engineers. ProVision V is faster and easier to use than any other product we have tested on our microwave network," stated P. Ayappan, Manager, Transmission Group, Digi Telecommunications SDH BHD, Malaysia. "ProVision V is a refreshing step forward in network management systems," he continued. To find out more about ProVision V or for sales inquiries, see our website at www.stratexnet.com or email us at provision@stratexnet.com.