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Technology Stocks : Harmonic Lightwaves (HLIT)
HLIT 9.555-0.6%3:59 PM EST

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To: RJC2006 who wrote (1053)6/13/1997 5:34:00 PM
From: Hiram Walker   of 4134
 
Bob, personally I don't think the U.S. is the crown jewell at all. Hungary installed 100% HFC systems in their large cities, and the country as a whole gets most of their telephony over HFC. Most countries that do not have wire telephony infrastucture are leapfrogging copper and going directly with HFC. Of the industrialized nations Japan is the leader in HFC installation,and I believe Canada and Great Britain will be next. The new Asian tigers is where I would concentrate my sales team,Singapore,Taiwan,South Korea,and India would be where I head. The U.S. will probably take at least 5 years,and maybe more for significant sales to surface. There aren't very many small companies of this nature with such a strong overseas presence,I would exploit it.
Tim
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