Harmonic Lightwaves (HLIT) Message Board

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Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 9.505

-0.4%

10:54 AM EST

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To: Frank A. Coluccio who wrote (2539)	10/2/1998 8:51:00 AM
From: growthvalue	Read Replies (1) of 4134

"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." I agree, but there are those rare companies with an essential technology and decent insulation from competition - these of course are the holy grail. HLIT looks like it has a shot at being one of those companies, but then again, so did CIEN (when I first heard of them). This is what I'm trying to work out. Apparently, one of the reasons a lot of VoIP equipment makers are so cheap is that it would take very little for LU or CSCO to develop competitive products. In connection with your above statement, I would also say that buyers look also for one-stop shopping where they can negotiate volume discounts - this is why CSCO and LU are so dominant. It's a win-win - CSCO and LU get the business, the buyer gets a good price. And buyers can also use secondary suppliers to keep CSCO and LU honest. GV

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