Harmonic Lightwaves (HLIT) Message Board

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Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 9.470

-0.2%

10:57 AM EST

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To: Mark Oliver who wrote (2729)	4/23/1999 7:56:00 AM
From: Hiram Walker	Read Replies (1) of 4134

Mark, on SFA, they sell their stakes in companies they fund. They just sold their stake in BRCM,and they have quite a good future. I remember reading about other companies with great futures they have funded and sold out of. It is beneficial both to them and the companies,and I personally appreciate it. HLIT also works with SFA on some project notably 21stcentury.com Well they needed software engineers,and digital experts. The Videotron deal and Golden Channels would never have happened without New Media. Also the Satellite deals probably could not have occurred. Mark if you want to take a look at a small company doing two way LMDS/MMDS,and a real tough competitor and survivor,take a look at CAMP. It has similar backgrounds and events as HLIT did two years ago. They just announced a big deal with the same Videotron company of Canada for wireless two way in San Fran. It is a unique system, CAMP is supply Yag Horn Antennas. They are using two way sectorized,cross polarization antenna technology for this system supplied by CAMP. Also tremendous insider buying about 6 months ago,a great sign. It should pull back here,it has a gap to fill,but when it does I am all over it. I expect it to drop anywhere from 4 1/2 to 3 1/2. Load up its gonna rock I believe. Tim

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