Mark, well we announced one of the big digital contracts,it must be filled. That is really good news. HLIT is small,and has some valuable contracts,I think the ATHM build out,and the digital deals,and China will help alot. Small may be good,but the fact that HLIT was strong internationally is not. But we might be having a banner quarter in the frozen north,between Roger's @Home,and Videotron of Quebec.
The other news that was a little disconcerting was SFA now has a MetroDWDM system,though not in full production,and it is 16 wavelengths.
But HLIT is refocusing on software with New Media and V-Bits,and through alliances with Panasonic. I think their focus is right,and they are always about 1-2 years ahead of the competition.
Tim |
