..."but this is a backbone issue,and long haul, not HLIT's markets. "
Tim,
This is what concerns me about HLIT. I just have this "feeling" they aren't positioning themselves properly for the massive HFC upgrades that will need to be done. For some reason I think they consider themselves a, "cable TV" supplier. Am I making sense? Since I don't have any facts, and it takes so long to gather them, maybe you know what I mean? I could be wrong about this.
Whereas ANTC, seems to know exactly where they want to position themselves. They seem to target the big money market. But only problem is, ANTC doesn't know how to make money. They do seem to kiss up to TCI, as you have said, and their margin of profits support your theory.
Geez..now you brought up another company I never heard of, HYBR. Right off the bat, the first thing that grabs me about HYBR, is their customer list. It includes Alcatel and AT&T! Time for more research. If you have already done some, would appreciate hearing what you know.
Thanks,
MikeM(From Florida) |
