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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: Don Hand who wrote (181)5/10/2007 9:50:26 AM
From: Arthur Tang   of 661
 
SIP is free if you have broadband, and call SIP users only.

Voip telephony from triple play(installed homes) is $33/month, compared to same unlimited US service from Verizon which is $50.50/month including taxes(going up each month to pay for Fios installation for other customers).

So, triple play has a lot more mileage yet.

Mattel just had their annual report out. Global business is US $3.6 billion, Europe $1.5 billion South America is $750 million. Asia and Africa plus middle east is $200 million each per annum. So, Global business growth in twenty years will equalize pretty much with US economy. Mattel business is pretty much children under 10 years old, which is the future of Global business projection(9-11% business growth).

ARRS is expected to do well globally, but they must keep cost inline in some parts of the underdeveloped world where economical and population growth is still limited?
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