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


To: johnlea who wrote (3854)10/4/2000 8:01:35 PM
From: Rob S.  Read Replies (1) | Respond to of 4134
 
Given a long-term perspective there may not be that much to be concerned about. However, I don't trust management at this point. They either don't know their business sufficiently or they are losing business to competition. They are in the "right industry" but being a dog in the right industry doesn't guarantee success. It helps, but then why not invest in companies in the same hot sector that are well managed?

Good luck. I don't think HLIT is worth the time or energy to be disgusted with it for the next couple of quarters while you wait in hope that they will turn around. While you wait on the posibility, I'll put my money back to work in the more probable.



To: johnlea who wrote (3854)10/4/2000 10:44:34 PM
From: Daniel Simon  Respond to of 4134
 
Does that statement about 71mil = 35% growth yoy still work when you see that DIVI is contributing $28mil to the Q?
i.e. did HLIT make (71*0.65) last year or (43*0.65)?
How much cash does HLIT have?
Damn I wish I sold this about 8 months ago...
Thank you,
Daniel