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Technology Stocks : Harmonic Lightwaves (HLIT) -- Ignore unavailable to you. Want to Upgrade?

To: Hiram Walker who wrote (2825)	6/25/1999 12:05:00 AM
From: Eric Jacobson	Read Replies (1) \| Respond to of 4134

Thanks for the article, Tim. Tony Ley really seems to be coming out of his shell. He's much more bullish than he's ever been - it's clear he really thinks they've stumbled onto something important with this DWDM through the node concept. Hopefully, between this article and today's upgrade, we'll see some new highs soon.

To: Hiram Walker who wrote (2825)	7/3/1999 12:46:00 AM
From: Jim G	Read Replies (1) \| Respond to of 4134

Tim Two years ago I went long on HLIT largely due to your posts. This was shortly after the IPO of ATHM. I didn't agree with your assessment of Malone at that time (I felt that HLIT's success was dependent on ATHM), but you were convincing that HLIT was less speculative (actually had a balance sheet). Given that much of the recent success comes from AT&T, now their largest customer, what are your feelings about Malone/AT&T etc? Today I sold half the position (time for some reallocation and reevaluation of the company and market) although I'm still in it for the long haul. As a long term lurker, I want to thank you for invaluable knowledge and insight, and congratulate you on the recent move; maybe you will be able to retire on HLIT. Regards Jim