Harmonic Lightwaves (HLIT) Message Board

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Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 9.690

+1.1%

Dec 5 9:30 AM EST

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To: Mark Oliver who wrote (3717)	7/18/2000 2:13:17 PM
From: MikeM54321	Read Replies (1) of 4134

Mark- I don't know specifically if HLIT is doing financing deals. Keep in mind I also meant, "I'll give you the stuff for now, and you pay me for it when you get it up and running and collect revenues from your subs." As to why they don't get bought, or do a partnership? I really don't know. Just doesn't seem to happen in the cableco equipment space as much in telecom and networking. I was surprised when MOT bought GIC. And there is a strong relationship between ANTC and NT. There are a few others, but not in the numbers other sectors have. In some ways, this kind of worries me because it may be a sign that a lot of bigger companies feel they don't need to do a purchase or a partnering deal. And the only reason I can think of is that the barrier to entry might be on the low side. Unlike, say a true all-optical switch where it takes TONS of R&D to develop. Cisco is making big inroads in the cableco market, but it appears they are doing it all in-house. Anyway, just thinking aloud and nothing more. -MikeM(From Florida)

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