Harmonic Lightwaves (HLIT) Message Board

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Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 10.44

-2.1%

3:59 PM EST

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To: Daniel Simon who wrote (4090)	2/17/2004 9:17:03 PM
From: Solid	Read Replies (2) of 4134

The news is that the build out of satellite and cable is real and necessary for subscriber growth and survival of the fittest. The time for the improvements is NOW. As I am sure you know, Harmonic makes the hardware needed to maximize the $'s both providers spend. Especially with Satellite service Harmonic allows the providers to maximize information in the pipes and that saves big time on extra birds. Analysts that follow the sector understand this too. A lot of the early climb was rebounding from excessive sell off that hit the whole sector and tech arena. Sales going forward are looking good and people want solid areas to park their investing dollars. Up or down economy and people still watch TV and use computer service and telephoney. I needed cash for other investments and had to liquidate my July 7.50's. I got a double+ a week ago but wish I had enough to still hold them. So it goes. I'll be back if I can and it still looks good at that time. I hope this helps and wish you the best with it if you are holding.

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