Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MikeM54321 who wrote (3728)	7/20/2000 9:48:03 AM
From: Guardian	Read Replies (1) \| Respond to of 4134

rcnc partly owned by level 3 (lvlt) a dynamite state of art buildout headed by ceo crowe who built and sold worldcom then took back exec talent for lvlt. one bad and ties to buffet and big money. all told a first rate operation. rcnc ceo has often said they could be profitable simply by stopping the buildout. IMO they are building a worldwide behemoth quietly with lvlt doing the long distance backbone and rcnc doing the local. VERY big picture, deferred gratification guys who can access the bucks and know what to do with them.

To: MikeM54321 who wrote (3728)	7/27/2000 9:56:07 AM
From: Mark Oliver	Read Replies (2) \| Respond to of 4134

Mike, looks like the guys over at Last Mile are more interested in PVR's and Scheduling software from Gemstar than HLIT. Oh well. What do you think? Is this coming back into attractive buying range, or has this company been hurt by a bad merger deal which will weigh it down at the same time that T is slowing their purchases? I look at some other companies and I see them setting up OEM deals to spread the cost of sales, increase bundling, and obviously use other peoples money for financing deals. Why does HLIT seem to want to do it all on their own? Anyway, stock seems cheap, but then the market is not buying much of anything these days. Regards, Mark