Harmonic Lightwaves (HLIT) Message Board

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Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 9.565

+0.2%

12:59 PM EST

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To: Jeffrey Mansour who wrote (838)	5/8/1997 1:51:00 AM
From: Mark Oliver	of 4134

Jeffrey, I was into 2 fiber companies last year, Spectran and Optical Cable. I made a ton of money on both, but got off at their highs by luck. It seems like there is a commodity issue with optical fiber that is dangerous. At the time, I felt like Spectran was a pretty good company. I also liked that they were into both single and multi modes. Multi mode carries higher profits. For that matter OCCF wasn't bad either, I made 74 points on them in about 6 days. Look into manufaturing agreements that might limit there total growth. Seems like Corning and AT&T have control on how much these guys are allowed to make. I have a feeling that Antec might get a little better short term move as the market looks for winners from the TCI announcement. They've already started rising from lows. Mark

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