shlomi, sounds like you may be right,it is hard for me to figure option trading,since I do very little of it. This seems like a good hypothesis,and very logical and well thought out. Well @Home is coming today and should boost HLIT with it,remember HLIT did most of their major installations,with the helpf of TCI(last year). Here is an article I boosted from the BAY thread,another core holding of mine. Who said all the telco's are out of the HFC business.
techstocks.com
Shlomi, it seems we have a tiger by the tail,I see HLIT going steadily upwards from here with small corrections. I think eveyone has misjudged why this company's stock is in the doldrums,and also HFC deplyment and the cable companies in general. HLIT is sitting exactly where they will benefit most,and stand to get a tsumani of profits. There were lots of different reasons for HLIT to go down,VC selling,option trading,momentum players selling after a couple of points. Well all that may be behind us now,stay on board,it is a real pleasure having someone with your wisdom and knowledge here.
Tim |