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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric Jacobson who wrote (17005)	2/2/2000 12:21:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

RE: HLIT 1) Yeah, I could not match up the loss with the numbers. That is why we need Merlin around. 2) 40% of the business is tied up with one customer? Who shut down buying from them at one time last year? a problem they are still exposed to with T representing 40% of their sales. Eric, this is the most important piece of information I have heard from you. I would never consider buying a vender who was this tied to a customer. It is an absolute killer on the stock, because the stockholders cannot know about this until the quarterly report hits. Then you could get killed. I'm sorry. I will look at HLIT again when they have grown enough to not be tied to one customer.