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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: J Fieb who wrote (2226)	9/12/2000 1:41:36 AM
From: Joe Wagner	Read Replies (1) of 4808

OT- J. Did you see the news on Harmonic recently? The Divicom merger is starting to come together. I think it is extremely undervalued right now. If they can use the Divicom compression expertise to cram more video over Harmonic's low cost DWDM system, it is going to make the cable companies jump for their product. Anyone wanting to cram more regular video, and high definition video, over their entertainment distribution networks via cable, satellite, DSL, will be interested in their product. Of course a low cost broadband distribution system that greatly increases the number of video streams is very valuable, and will lead to the need for more server farms to serve up the video. Joe

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