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To: John Puffer who wrote (394)3/11/1998 6:10:00 PM
From: tony pan  Respond to of 1944
 
This is a company in HDSL business. I do not think the two are related. My main concern is another delay between MCI and worldcom merge. DOJ is asking more questions. I bailed out yesterday. Waiting for an entry below $20. I think they will have a bad quarter again.



To: John Puffer who wrote (394)3/11/1998 6:27:00 PM
From: JBTFD  Read Replies (1) | Respond to of 1944
 
John,

Andrew is another company in the telecommunications infrastructure business. They announced yesterday that they would disappoint this Q, and are down somewheres in the neighborhood of 6 points from around 28 to todays close of 22.25 on the news.

I agree with the others that the 2 companies deal in 2 different markets, but they are in the same sector. There was also an article about ericy getting hurt because of this news.