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Technology Stocks : Aviat Networks -- Ignore unavailable to you. Want to Upgrade?

To: Peter Ecclesine who wrote (290)	3/9/2010 9:40:09 AM
From: Rob Preuss	Respond to of 312

>>Fiber costs per meter are not linear with population density.<< I suspect you are right about this. However, I also suspect that fiber costs per meter do increase as a function of population density (just not linearly).

To: Peter Ecclesine who wrote (290)	4/17/2010 5:52:23 AM
From: Rob Preuss	Respond to of 312

Wednesday, April 14, 2010 Aviat Networks repositions Global microwave leader, Aviat Networks Incorporated, has pledged the commitment to providing advanced Internet Protocol (IP) wireless network solutions and to continue making progress in radio access networks by supporting the evolution of wireless technology in developing telecommunication markets especially in Nigeria. More here... itrealms.blogspot.com

To: Peter Ecclesine who wrote (290)	7/7/2010 6:53:48 PM
From: Rob Preuss	Respond to of 312

Interesting letter from a large AVNW investor: finance.yahoo.com I agree with their assessment that AVNW is undervalued. Shares of AVNW seems to be a steal at current prices. Patient investors with available cash should take note. I also agree that I want AVNW management to unlock shareholder value. However, I'm not sure I agree with the approach they suggest to AVNW management. They basically suggest that AVNW abandon certain growth markets (like WiMax) and take other steps to realign expenses with current revenue. If those growth markets were hopeless, I'd certainly agree with them. But I don't have enough information to know what AVNW's prospects are. So I hope Kissner takes a good look at their recommendations, but I ultimately hope he doesn't discard good future opportunities just to show better short-term financial results. These are the kinds of strategic decisions only the CEO can make... I don't think this investor has enough information to properly assess the company's prospects in those markets. WiMax is big stuff, I'd like to see AVNW get a good chunk of that market.