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

To: pat mudge who wrote (767)	6/2/1999 3:44:00 PM
From: Johnny Canuck	Respond to of 857

Pat, There is not a lot of volume today. I am not sure I would read a lot into it. From memory ANDW usually does not create much of a splash at SuperComm. Their products are necessary, but not very sexy. A new cable connector does not create the same stir as a new optical cross connect or a new DLC system. This is a turn around story and the nature of their business calls for a slow steady improvement in fundamentals and therefore stock price. Unfortunately, the days of them announcing large multi-year supply contracts are over, the business has changed for the whole sector.

To: pat mudge who wrote (767)	6/11/1999 11:20:00 AM
From: jeff greene	Read Replies (1) \| Respond to of 857

Pat-- I have just taken an initial position in ANDW primarily for the LMDS play as well. I also, during DD, noticed the aggresive repurchase plan the company has embarked upon. According to the 10Q, the most recent purchasing concluded at an average price of around 17/share; is this your information as well? Also, could you comment on my understanding of potential problems for fixed wireless during inclement weather? Thanks for your generosity in sharing all the invaluable info that you do:)) Jeff