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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: Arthur Tang who wrote (216)7/26/2007 9:56:55 AM
From: Don Hand  Read Replies (1) of 661
 
The P/E multiple is based on growth. IBM stock price was stagnate for years with tons of revenue. But it wasn't until they did two things. Bought a bunch of profitable businesses and buy back shares (by taking out loans). buying companies gives you instant growth because it's added to the total.

The Cable society meets and determines what they want and when. All the vendors who belong, get advance knowledge of what their customers are going to buy and they either build it or buy it. Then the finished product has to be certified.

VYYO has products that the Cable didn't ask for and they have to sell upstream. OpenTV wants to sell Advertising software but Cable doesn't have it on the plate until 2008.
The reason Terayon sold out and such a low price.

CCUR has three distinct product lines. VOD, Everstream and Real Time. Everstream also sells to DBS and could sell to Telco independent of the VOD products.

It's the Real Time that always interested me.
CCUR has a problem with the patent that they share from ALU.
If CCUR is sold, they don't know if they still have rights to the patent. That problem is solved if they sell out to someone who already has it or doesn't use it like MOT.
ARRS doesn't. This issue was in CCUR's last 10Q
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