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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: DenverTechie who wrote (2427)	12/3/1998 6:33:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"again, bad timing on ANTEC's part to announce a cable modem deal right when the TCI Fremont cable modem problems are getting lots of press" DenverTechie, I must be out of it, because I don't recall the TCI problem? Can you fill us in on what you personally make of the problem? I agree that this is a knee-jerk hit. Most investors run when they hear, "Warning." Antec has a strange way of announcing them and an even stranger, timing of them. It's really too bad because they don't really need to take these substantial hits. If they would time their announcements a little better, than it can make a world of difference to their shareholders. I'm fairly confident of next year's earnings, so I'm using the hit to average down. My only fear is an overall meltdown in the market AND the FCC putting a jinx on the AT&T/TCI combo. But what else is new? For those new to this thread, if you believe HFC(Hybrid Fiber Coaxial) and the MSOs (Cable companies) are going to win the "Last Mile" battle, then ANTC is one of the absolutely best ways (IMHO) to play this theme. MikeM(From Florida)

To: DenverTechie who wrote (2427)	12/3/1998 9:59:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 12823

Denver, just thought I would drop by for a comment on ANTC. This paragraph probably has something to do with it. ANTC had their arms twisted by TCOMA,and knuckled under to doing HFC upgrades on consignment for them. Now they are being pressured it seems to me by NT,and forked over stock and diluted their position in Arris. Additional details of the proposed combination of Broadband Technology and Arris Interactive, including ownership details, the legal structure of the transaction, and consideration to be paid by ANTEC (which may include ownership dilution in Arris, ANTEC common stock, or other consideration) will be announced at the completion of the transaction. It is estimated that the transaction will close in the first quarter of 1999. As far as LANCity is concerned,they seem to have the most cable headend installations in the US. Their modems are not that great but the networking expertise of BAY and NT will keep them number one in headend gear.