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Technology Stocks : @HOME IPO
ATHM 25.20+0.2%Oct 31 9:30 AM EDT
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To: ET who wrote (379)7/15/1997 4:34:00 AM
From: Hiram Walker   of 383
 
Gary, I hate to be a pitch man for a stock,but the biggest benificiary from the standpoint of hardware and software is probably a small company with great management called HLIT. The next one would be a company that sells lasers and other gear to ANTC and GIC called ORTL. I think both of these companies are very good bets and are cheap right now,if they get a piece of the upcoming pie. Well HLIT is the network infrastructure for Roger's Wave in Canada(their version of @Home),also they built out all the first installations of @Home,in Fremont, and Hartford. They are not talking or telling about their contracts,because they are huge I believe. Well earnings are out Wednesday for HLIT,I am not sure if any of these will show up. Also they are building around the world in Hong Kong(Wharf Cable),Buenos Aires(VCC). All the largest,most affluent cities around the world are their targets.
Hiram
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