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

To: pat mudge who wrote (762)	5/11/1999 1:58:00 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 857

Hi Pat, ANDW's main line of business is selling the cable and connectors to wire the transmission towers and the shelters for housing the electronics in the wireless market. The LMDS market should be similar. It tends to make its money late in the cycle as the towers get wired last in a deployment phase after the the electronics are installed and tested. In the conference call 3 Q's ago ANDW was asked about LMDS. In the call, management thought that LMDS deployment in the USA was 3 years off. The size of the market was reported to be 3 billion. That is the total size of the market over multiple years. There was no indication on how much of the was for cabling products. ANDW is facing stiff pricing pressure from competitors as the barriers to entry are not high. It earnings tend to be non-linear in the Q as most customers order a few weeks before they need the cable. The market has undergone a change over the last few years as most companies now order smaller orders as needed. Long term supply contracts are not longer used by most of ANDW's customers. In the wireless market ANDW customers are ALA, ERICY, LU, MOT, NOKA, NT, Seimens and Harris. I noticed on the NN thread that you were up in my next of the woods. How did you enjoy Whitsler? Harry