Harmonic Lightwaves (HLIT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 10.44

-2.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Solid who wrote (4082)	12/14/2003 6:26:59 PM
From: Czechsinthemail	Read Replies (2) of 4134

I think HLIT is looking forward to a strong 2004 as customer spending picks up at cable and satellite customers. A weakening dollar combined with improving balance sheets for overseas customers should also contribute to international sales. Increased adoption of HDTV and VOD will increase demand for HLIT's products as customers need more/better compression and distribution systems. Longer term, the ability to manage video content will be increasingly critical as the bandwidth requirements for video are huge compared with most voice and data applications. The company has improved its cost efficiency and should be ready to show significant expansion of margins as volume picks up. The stock has had a strong run, but I think much of that is recovery from heavily oversold levels.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next