ET, don't count your chickens before get fertilized. Just because today ANTC is a little higher than HLIT,does not mean that in 2 years it will be so. John McStay was bright enough to put both of them on his radar screen in Barron's.
And insiders have been selling ANTC,and buying HLIT. I do not think one will work out better than the other. But we were right about HFC and cable. Maybe we should have all piled into COX when I was screaming it was a steal 2 years ago. I still think they are doing some fantastic things with their systems,including the Sander's Lockheed Martin Microcell Transmitters over HFC,and IP Telephony.
They are both just getting started,look at COX using HLIT's DWDM system in Palos Verdes,or TCI using HLIT in 14 cities,100 communities which will only accelarate with the T deal.
Does anyone know here,what the breakdown of the Arris Interactive is,and who will be making what? Is NT making all the money,and ANTC supplying all the parts,like the TCI/ANTC deal?
Hiram |
