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

To: foundation who wrote (3588)	6/20/2000 12:31:00 PM
From: Donald B. Fuller	Read Replies (2) \| Respond to of 4134

>>I sold half my shares after management's recent clumsy performance.>> When you look at their share price in one year - my prediction - you will be very sorry you did that. Personally, nothing hacks me off more than seeing the symbol of a stock I sold on the CNBC ticker at 3-4 times what I sold it for.

To: foundation who wrote (3588)	6/20/2000 3:00:00 PM
From: david james	Read Replies (1) \| Respond to of 4134

I must have missed this "clumsy performance" by management. I see an analyst with a clumsy performance - and the management doing what was correct during a quiet period - they referred to their comments before the quiet period began. Over the last year, I see estimates have steadily increased (another good sign), and I see that they almost always beat the analyst's estimates (yet another good sign). One of the advantages of guiding analysts towards lower numbers than you really suspect, is that if something unexpected does happen, you can still meet estimates. I see nothing that leads me to think they will miss this quarter either.