Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Stocker who wrote (760)	5/2/1999 12:05:00 AM
From: Johnny Canuck	Respond to of 857

This is really a second half of 1999 stock. An analyst on the conference call could not understand why ANDW's forward guidance was not stronger given that MOT's and LU's order books for wireless were good, not strong but good. ANDW management stated that was what they were try to say,but that since their products are not necessary till late in the wireless deployment stage that any recovery would not be till late in the year. Also since the delivery time has now been reduced to a matter of a few weeks the Q's will continue to be volatile. The CDMA deployment in Japan might help, but ANDW really needs the deployment of LMDS and HDTV in the US to get this stock back up into the 20's. The days where ANDW gets multi-year supply contracts for cable are gone, the competitive forces in the industry do now allow it.