Arris International PLC (ARRS) Message Board

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Technology Stocks : Arris International PLC (ARRS)

ARRS 31.66

0.0%

Apr 4 5:00 PM EST

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To: shakeel vaid who wrote (72)	12/2/2004 6:35:55 PM
From: Don Hand	of 661

Analyst comments: Friedman, Billings, Ramsey & Co on 11/30 also making it in forbes or businessweek (forgot which) finance.lycos.com ARRS: Reit Outperform - We reiterate our Outperform rating on the shares of ARRIS as we move closer to cable`s all-out voice war. We believe that Cox and Comcast are planning to accelerate voice plans, while Time Warner Cable, Charter, and Cablevision remain on track. While many ARRIS investors fear Cisco in the cable modem termination system (CMTS) space, we feel that ARRIS remains well positioned across several MSOs, including Comcast. We feel that Comcast`s voice acceleration does not bode well for Cisco in the near term as it continues to over-promise and under-deliver. We believe that Cisco has had several hiccups over the past few months with Comcast that could work in ARRIS`s favor. We also received positive feedback from ARRIS`s new double-density CMTS blade and believe that shipments could pick up now that several operators had it approved. While MSOs will always use a multi-vendor strategy, we feel that ARRIS will get its fair share.

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