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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (1855)8/7/1998 4:35:00 PM
From: Kenneth E. Phillipps  Read Replies (2) of 12823
 
<Stock price of HLIT leads me to believe those contracts may be in
trouble. But it's a pure GUESS on my part. Just seems like if T was going to stick with HLIT, then HLIT should be selling at higher multiples.<

Actually, the market doesn't seem to be paying much attention to HFC at all. I agree this is the "last mile" technology but the street will not believe it until it shows up in the earnings column. When I read the analysts comments on telecom equipment stocks like Cisco, Tellabs, Ascend and Nortel, they do not comment on HFC at all. They praise those stocks but ignore the fact that Cisco, Tellabs, Lucent and Ascend have almost no presence in HFC. As long as NT remains under 60, I am going to load up.

Best regards,
Ken
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