BillyG, I was glad to hear T has decided to deploy LightWire for several other projects. This is good news for HLIT.
Also, Charter, one of HLIT's top four customers, reported their year-end results a couple of days ago.
biz.yahoo.com
They reported 33,700, 47,900, and 65,600 cable modem subscribers over the past three quarters (6/30/99, 9/30/99, and 12/31/99. This equates to sequential growth of 42% and 37% over the past two quarters, and 95% growth over the past six months. This is impressive growth, and there's still lots of room to grow as the penetration rate is only 1.9%. |
