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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric Jacobson who wrote (23227)7/2/2000 11:40:48 AM
From: stockgator  Read Replies (2) of 54805
 
Eric- Do you have an update on HLIT? I hope the current issue with HLIT is only temporary. The following article emphasis on the importance of last mile optical fiber solution. It seems to me that HLIT is in the right place for the broadband revolution.

Excerpt
"Except for the Fortune 500 elite, which have the resources and requirements to be part of a SONET ring, fiber has not yet been deployed to the business masses. Without fiber in the local loop, the raging river of bandwidth that is coursing throughout the public network backbone is abruptly constrained by a copper dam. This has had a grave impact on the types of services that can be offered and has been a major impediment to the widespread adoption of next-gen applications such as virtual private networks (VPNs), distance learning and application outsourcing. Although many industry experts agree with predictions from firms such as IDC, which expect the Internet economy to reach $3 trillion by 2003, their agreement is conditional upon the arrival of a last-mile infrastructure robust enough to transport these bit-laden applications. It is as clear as fiber itself that copper is not the answer."

telecommagazine.com

TIA
sg
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