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

To: BillyG who wrote (3310)	2/18/2000 5:47:00 PM
From: Eric Jacobson	Read Replies (2) \| Respond to of 4134

BillyG, I was glad to hear T has decided to deploy LightWire for several other projects. This is good news for HLIT. Also, Charter, one of HLIT's top four customers, reported their year-end results a couple of days ago. biz.yahoo.com They reported 33,700, 47,900, and 65,600 cable modem subscribers over the past three quarters (6/30/99, 9/30/99, and 12/31/99. This equates to sequential growth of 42% and 37% over the past two quarters, and 95% growth over the past six months. This is impressive growth, and there's still lots of room to grow as the penetration rate is only 1.9%.

To: BillyG who wrote (3310)	2/23/2000 9:50:00 AM
From: J Fieb	Respond to of 4134

BillyG, Look who the keynote speakers will be at that Optics conference in Baltimore in early March..... siliconinvestor.com msgid=12947875 George Gilder, a leading futurist, chairman of the GilderGroup and editor of the Gilder Technology Report, will speak on "Telecosm," a general project at the Discovery Institute designed to describe the future of telecommunications. Gilder is a senior fellow at the Discovery Institute, where he directs a program on high technology and public policy. Clayton Christensen, a professor at the Harvard Business School and author of The Innovator's Dilemma, will speak on "A Disruptive View of Disruptive Telecommunications Technologies." Christensen will examine the challenges facing incumbent players in the telecommunications market. He will discuss how disruptive technologies, such as Internet telephony, electric vehicles, digital photography, the Palm Pilot, and Java software protocols, could seriously affect the fortunes of many of today's strongest institutions. Vinod Khosla, the founding chief executive officer of Sun Microsystems and now a general partner at the venture firm of Kleiner Perkins Caufield and Byers, will address "The Terabit Tsunami." Khosla will describe the bandwidth revolution from the perspective of a venture capitalist.