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

To: Hiram Walker who wrote (2838)	7/8/1999 12:22:00 PM
From: Eric Jacobson	Read Replies (1) \| Respond to of 4134

Tim, thanks for the articles. I really like RCNC - not only are they aggressive and have lots of money, but they're listed as one of HLIT's top 3 customers. BLS is coming on strong. I've heard of the BLS deployment in Atlanta - this is the first I've heard of the Florida project. Is there any way to verify that HLIT products are being used? Maybe this can be discussed in the upcoming conference call. The reference to the use of DWDM in BLS' backbone in interesting also. LU and NT are big in this area, with ERICY making a bid. One real winner over the next 1-3 years is likely to be JDSU, since they supply the bullets (lasers) to all the biggies as well as our HLIT. I was on the HLIT website last week. In their library section they had some banner ads. I thought this was really interesting. They even had a banner ad for ADCT. Now, ADCT has historically been a big supplier to UMG. I wonder if the T/UMG merger, along with HLIT's development of impressive DWDM products, has brought the two closer together with HLIT being a winner in terms of market share.