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Technology Stocks : Harmonic Lightwaves (HLIT)
HLIT 8.880+0.3%Nov 21 9:30 AM EST

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To: Hiram Walker who wrote (2844)7/15/1999 8:25:00 PM
From: Brad Bryker  Read Replies (1) of 4134
 
Hiram,

It has been a long time. I would like to hear your thoughts on Local Multipoint Distribution Service (LMDS). Its been getting a lot of attention on the West Coast. I bought into Nextlink because it appears they have a the best solution for LMDS and "the last mile". As you probably know they have a vast Fiber network and are the largest holders of LMDS spectrum licenses. They also invested $20M into Covad in January. They just started to roll out service in New Jersey and are working on a U.S. footprint.

In addition, how far can Harmonic run in the near term and long term? It appears Harmonic is making up for the past three years of being in the flat lands in a period of one year. Are you expecting the earnings to significantly exceed analyst expectations next Wednesday?

Thanks for your comments in advance,
Brad
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