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Technology Stocks : Harmonic Lightwaves (HLIT)
HLIT 9.130-1.7%10:16 AM EST

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To: Maya who wrote (3207)1/19/2000 5:54:00 PM
From: BillyG  Read Replies (1) of 4134
 
Analyst seemed to understand the synergy between Divi and HLIT -- very perceptive.

Interest in AOL-TWC effects and the effect of demand for higher speed access on Harmonic. HLIT said these are just specific examples of an overall trend toward demand for higher bandwidth for which HLIT is a key supplier. In a cable system tht keeps adding more cable modem subscribers, the system operator needs to add more nodes to meet the bandwidth demands of its customers.

Recognition of Divicom work with Media One. In general, Divicom sells very large expensive and high-quality headends, and HLIT sells the complementary node equipment that works with the headends.
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