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

To: Joe Wagner who wrote (3235)	1/20/2000 8:01:00 PM
From: Joe Wagner	Read Replies (2) \| Respond to of 4134

One other comment J., it would make sense as HLIT/Divicom evolves, to partner with a Sun or EmC to build turnkey SANs where the optical tributaries are considered part of the SAN. They could enter this market to supply AOL Time Warner with a storage and distribution network for their digital content. Then maybe the final step would be to develop the best WDM product for connecting interstate SANs. Then sell Worldwide Optical SAN systems, that operate on the Infiniband Fabric. SUN/Enron are doing this, but who is supplying Enron with the DWDM equipment? It might be interesting to find out. Also who is supplying Enron with the WDM equipment? Regards, Joe

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