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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From: Arthur Tang	8/1/2008 4:33:24 AM
	of 661

ARRS conference call was rough at the end, revealing their business is scaling up to docsis3.0 on investment of docsis2.0 installed base. Solidify their base. There is some enthusiasm on CCOR's 2700 customers, when management is appreciating the cost of docsis telephony operation. Mentioned Telemax of Mexico. I can see cable equipment with HFC solution scale up telephone industry around the world. CCOR sales already knew them all. What is not mentioned, of course, is the secret of ARRS future. The key is where is the new market for ARRS/CCOR equipment? what is about the cryptical mention of 1.39 and then 1.4 billion all about?

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