SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Harmonic Lightwaves (HLIT)
HLIT 9.555-0.6%Nov 14 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mad Bulgarian who wrote (2802)6/5/1999 7:07:00 AM
From: Hiram Walker  Read Replies (2) of 4134
 
Tony, I don't disagree with you at all about interest rates rising. The Tips and TED spread had priced in a significant deflation scenario for the next decade 6 months ago. Right now the bond market has only corrected to pricing in an inflation rate of 1.5%,which I still consider too low. I think the long bond is going toward 6.25-6.5% by the end of the summer.
That said, HLIT's slowest quarters are behind it,their biggest quarters are ahead of it. The summer and fall quarter should be huge quarters for HLIT,which should hold the stock price up fairly well. And the market they sell to is not going to be significantly effected by a rate increase.
Tim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext