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Company Interview Excerpt
CHARLES KISSNER - STRATEX NETWORKS INC (STXN)


Full article published: 09/22/2003


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TWST: Would you begin with an introduction to Stratex Networks?
Mr. Kissner: Stratex is about 19 years old. It started in 1984 and has evolved to one the larger suppliers of microwave transmissions systems around the world. We're truly global, having shipped about 2.5 billion of equipment to over 100 countries. We have now developed the capability to build complete wireless transmission systems that enable networks for a number of different applications, the largest of which are mobile wireless communications, fixed wireless communications and enterprise data connection.

TWST: Who is the typical customer?
Mr. Kissner: Typically, it would be a carrier who is selling wireless service to business or consumers. There are over 150 customers all over the world. Examples include Sprint, Vodafone, Orange and Telcel.

TWST: How does this fit into what's going on in the whole communications world at this point in time?
Mr. Kissner: There are several ways. There are growth requirements in all of these markets because people are using more wireless communications. In the last year, when cap ex has been restricted due to economic conditions, the usage of these networks has still been growing, putting quite a bit of strain on them. Since these networks are usually connected using microwave transmission systems like ours, there has been a growing need to expand using microwave systems like ours, either because of adding new customers or because of adding new services like data.

 

Tickers included in this excerpt: STXN

 

For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.