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Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 9.545

+0.6%

Nov 26 3:59 PM EST

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To: growthvalue who wrote (2538)	10/2/1998 8:15:00 AM
From: Frank A. Coluccio	Read Replies (2) of 4134

Interesting post, GV. IMO, large carrier entities and Internet Backbone Providers do not necessarily look for the better mouse trap, especially those mouse traps which are proprietary. The latter would be an excellent way of getting burnt with stranded assets. They tend to look for incremental improvements in technology which are based on standards, sameness across the board, homogeneity, which enables them to select from a wide range of suppliers and exert leverage. The larger carriers will often spec out a set of design criteria in an RFP, and source it to multiple suppliers who must all meet those specifications. This has to do with core technology as well as with network management capabilities. FWIW, and Best Regards, Frank Coluccio

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