Steve, what disappointment? This is right in line with the consensus estimates. I was hoping for a better result than the estimates,but it wasn't to be. Well,lets see,ATHM posts a loss of $1.55,most of the ADSL stocks may never have earnings,except for PAIR. The major networking companies had stable,but uninspiring earnings. I still think the future is very bright for HLIT. They just might have to revalue all the telecom stocks,down one more time. Hey,check out CVUS,its screaming from 5-8 in 2 days,they have very little cash left,and will have to go to the Fleet Financial well possibly very soon. But what is their LMDS license worth? In my estimation anywhere from 50-250 million,but thats a guess. So by auction time CVUS could be anywhere from 5-20/share. But thats all on momentum and news,but LMDS has more potential than any broadband technology to come down the pipe in quite awhile.
Tim(just opinions). |
