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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 (269)2/21/2008 7:36:00 AM
From: Don Hand  Read Replies (1) of 661
 
That all may be true for the Cable MSO but not ARRS.
ARRS follows the roadmap of Cablelabs and their wish list customers. SDV first, then DOCSIS. The question is how much will Comcast order. EdgeQAM is a money loser. CMTS pricing is confusing and the analysts don't get it.

ARRS's CEO screwed his stockholders. He sold a large chunk in 2007 at $15 and this week he buys a token amount under $6.
They publish a plan to buy back $100 million in stock.
When they could have paid all cash to C-COR and kept the Arbitrage shorts away. The advisors blew it, twice (Tandberg).
They closed the deal for C-COR early which may sound great, but it changed the dynamics of the costs from Q1/08 to Q4/07.
They didn't explain that to Analysts who thought C-COR revenue would be included in Q4.

The pipeline closed. Comcast's pipeline for National roll out of Voip, including a second supplier. 2007 was as good as it gets.

the C-COR unit is providing the gap in revenue for the short term. They sell some SDV. Hopefully they will get a large amount of AD-Insert competing with just Seachange.

Q1 earnings has to beat or at least hit the high end with International picking up the slack.
Q2 estimates have to include Comcast's new orders.
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