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

To: Joe Wagner who wrote (3264)	1/28/2000 3:14:00 PM
From: Joe Wagner	Respond to of 4134

Article on expected growth for High Speed Internet Access: dailynews.yahoo.com

To: Joe Wagner who wrote (3264)	1/29/2000 4:04:00 PM
From: J Fieb	Read Replies (2) \| Respond to of 4134

Joe, Tern is pretty hot these days. They stole someone from Cable labs and here is a good post on the subject...... CableLabs is witnessing the problem of keeping good people around in the presence of equity opportunities. Prior to Rich leaving, several people have left CableLabs, either a employee or a cable operator employee stationed at or working close with CableLabs. Seeing these folks depart and make a small fortune sets part of a state of mind for the other talented people still working at CableLabs. As Terayon has broadened its product portfolio through acquisitions, some of the additional technology falls more under Rich's interests. Rich is an expert in RF modulation, noise impairments, and digital video. Terayon has the challenge of putting all these pieces together into a workable business. Message 12720562 Tern is already selling some digital video systems and in the COM21 call they also said they would be working in this arena. Will these companies come to be competitors to HLIT/DIV or will M & A come to play here. Any help out there on this one? Next thing you know TERN will be saying CDMA video.