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Technology Stocks : Harmonic Lightwaves (HLIT)
HLIT 9.555-0.6%Nov 14 9:30 AM EST

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To: Mark Oliver who wrote (2796)6/1/1999 6:20:00 PM
From: Frank A. Coluccio  Read Replies (1) of 4134
 
Good observation, Mark.

"... T has such a broad range of networks now and they seems to touch on many of them in this article without always telling you which one they are talking about."

At some point they will begin to accrue redundant assets, as they continue to acquire carriers. Also, they will encounter dissimilar OSS profiles and conflicting MIS and IT architectural issues that will have to be resolved.

And many of the ex-TCG switching locations are also on Teligent's footprint, if I'm not mistaken. Teligent, being acquired by virtue of AGRPA's buyout by Liberty (in effect, T) just today.

Those switches and their associated routes are ideally situated for business district coverage, but not for residential use, the way things stand today. But fiber back-hauling from the MSO head ends to those switches will mitigate those shortcomings, to a great extent.

Regards, Frank Coluccio

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