Harmonic Lightwaves (HLIT) Message Board

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Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 9.200

-0.9%

3:59 PM EST

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To: Hiram Walker who wrote (2825)	7/3/1999 12:46:00 AM
From: Jim G	Read Replies (1) of 4134

Tim Two years ago I went long on HLIT largely due to your posts. This was shortly after the IPO of ATHM. I didn't agree with your assessment of Malone at that time (I felt that HLIT's success was dependent on ATHM), but you were convincing that HLIT was less speculative (actually had a balance sheet). Given that much of the recent success comes from AT&T, now their largest customer, what are your feelings about Malone/AT&T etc? Today I sold half the position (time for some reallocation and reevaluation of the company and market) although I'm still in it for the long haul. As a long term lurker, I want to thank you for invaluable knowledge and insight, and congratulate you on the recent move; maybe you will be able to retire on HLIT. Regards Jim

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