Arris International PLC (ARRS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Arris International PLC (ARRS)

ARRS 31.66

0.0%

Apr 4 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Don Hand who wrote (270)	2/22/2008 6:19:26 AM
From: Arthur Tang	of 661

You have the ARRS picture correctly analysed. Stockholder dilution is expected, but the gift of buy back treasury shares(IBM does that too) cheap can have unexpected results along with good will write offs(tax deductions) over the years. EdgeQAM is a technology for multi channels. May start slow until multi level pricing of cableTV can be sorted out. Voip also need multi channels like telco DSL. So, its a matter for ARRS to work out the content delivery system for multi level pricing that Cable MSO can not refuse. Multi level pricing may even be developed into renting of the best service for a short time on-demand cheap(like 36% yearly interest rate is cheap if you only borrow for 2 days). So, we will wait. International customers of ARRS may be all copper networks. Also, ARRS had to provide for Microsoft ownership of .net strategy on ISP servers to auto-update their customers. Extra revenue for Cable MSOs.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next