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Technology Stocks : Arris International PLC (ARRS)
ARRS 31.660.0%Apr 4 5:00 PM EST
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To: tech101 who wrote (45)12/14/2003 11:19:48 AM
From: Solid  Read Replies (1) of 661
 
Youlu,

Glad to see you have been stoking the hearth here at SI and maintaining a flame for Arris Group! I am new to the company but have read some great news and heard some great plugs by Erik Zamkoff speaking on K & C a week ago regarding the entire cable and Sat service area in general and very specifically about Arris, CCBL, SEAL and HLIT. He was very bullish on these due to their expertise and sweet spot as providers of what each industry needs now to expand and compete for market share. When pressed about their recent surges and concerns about rapid price increase he stated they are in their infancy now due to the demand in the sector for what they have. I understand about hype but also about recovery from speculation and it seems we are more foundationally based at this time. Many other analysts are jumping on the VoIP bandwagon as well, as you know.

I tried to find a news story I read earlier but can not locate it on either TWX or Arris news. It was a good find due to the fact that it mentioned the deal struck with TWX and Arris to supply TWX needs. That seems huge to me, especially with the commitment TWX is stating for winning the BB arena from traditional phone line players.

I know enough to have a foundation under my enthusiasm and am pleased that from all I have poured through it seems to exist. Do you know how management is at Arris? That I have learned is also key to all other potentials panning out for we the shareholders. Now LT and options holding.

Thanks again for being here.

FF to send me a PM anytime.

Keith
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