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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 (224)8/9/2007 5:00:19 AM
From: Arthur Tang  Read Replies (1) of 661
 
The partnership with cisco is good, but stops ARRS from developing new markets?

Our people all know how apple does things when they talk to Steve Jobs on IBM cpu connection, years ago. Recently IBM can not deliver, so Apple went to Intel.

Today, you want to make iphone, you use an industrial designer, who brings in DSP manufacturers such as ADI or TI, etc. who provides solutions. So, you will have camera in set-top boxes for video phone in multirooms. You never have to lift a finger, cost is contained in the solution providers' approach.

The ceiling on ARRS is their partnership with cable and Cisco. So, they don't see the potential of Telewires. If ARRS spin off 15% of Telewires, the aggressive management with stockholder's value in mind will do hospitality market and compete with Cisco. Cisco stopped ARRS's new technology from being used, immediately.

To compete with Cisco, you need consumer design, not office design?

Our people will talk to Bob.
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