Arris International PLC (ARRS) Message Board

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Technology Stocks : Arris International PLC (ARRS)

ARRS 31.66

0.0%

Apr 4 5:00 PM EST

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To: Arthur Tang who wrote (310)	7/10/2008 4:06:23 PM
From: Don Hand	Read Replies (1) of 661

Warnings are a double negative. When they announce earnings, they repeat it, unless they pull a fast one and beat the downward revision. DOCSIS is unknown as far as size. Competition is strong. Emta has peaked and is declining. CCUR last night indicated that they got a VOD order for LA. That was a C-Cor market. C-Cor Ad-Insert is dependent on project Canoe that seems to be very slow. They had a setback when CHTR got beat up by Washington on privacy concerns with target advertising. Phone for Business, PBX as you call it, is a tough sell IMO. Cable has to match and beat a lot of competition. Business doesnt need video. And they need T1 internet speed.

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