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

To: Brad Bryker who wrote (2849)	7/16/1999 5:09:00 AM
From: Hiram Walker	Read Replies (2) \| Respond to of 4134

Brad, I am very much interested in those providing the infrastructure for both MMDS and LMDS. I think each technology has its niche,and with the spectrum buyouts of MMDS by FON and MCI,MMDS is going to reinvent itself very,very quickly into 2-way. I like CAMP,as they are the only one of two companies right now with 2-way MMDS equipment up and running. I bought a ton of it around 4,and its going to go to 20 very soon. MMDS has many advantages over LMDS,including distance and lack of signal attenuation due to rain. With sectorization increasing the bandwidth,and better multipath signal technology,MMDS is a killer spectrum. Look at the MMDS player market also. As far as LMDS is concerned,the equipment costs more,the distance is limited to 2-4 miles,depending on rain attenuation,but the bandwidth is much wider at a lower power consumption. LMDS is ideal for large cities and urban areas of the north and west. I like both technologies for ease of installation,and cost over HFC. I think MMDS is going to explode not only here but around the world. Where can HLIT go? I think it is the finest small company in America today. Yes, I think they would have prewarned us if they weren't going to make earnings. And from the instituional strength I think they have at least hinted at a good quarter. The last thing they want to do is anger the analysts and investment community,they finally have a following. Tim