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Technology Stocks : Harmonic Lightwaves (HLIT)
HLIT 9.490+5.4%3:59 PM EST

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To: Hiram Walker who wrote (2559)10/21/1998 12:44:00 PM
From: Mark Oliver  Read Replies (1) of 4134
 
Tim, HLIT reporting today. Didn't get the live call number, but the replay starts at 4PM PST 1800 633 8284 1674210

This seems to be positive that they at least have a play back. Will you be listening to the live call?

There is an interesting note on Ascend. As you probably know, they took a hit perhaps on the fact that they were extending financing for some equipment purchases. Kramer calls this a function of easy junk bond credit tightening and therefore, a trend could be coming for suppliers to extend credit.

One can't expect a little company like HLIT to be able to extend much credit, but you have to wonder if their larger competitors are giving credit. Could this be a negative factor?

More and more, I wonder if HLIT is wise to go it alone.

I see where ANTC, SA and GIC are all reporting this week. Should be interesting. Hope we don't get killed, but at this level you have to wonder how low it could go, assuming the business model is still intact.

Looking forward to your impression of the CC.

Regards,

Mark
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