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

To: Mark Oliver who wrote (3960)	12/28/2000 8:07:51 PM
From: tech101	Read Replies (2) \| Respond to of 4134

The cable companies so far are not offering any HDTV program because of insufficient bandwidth with their current circuits. However, when 1. more and more content providers start to offer HDTV programs 2. the HDTV set price gets lower and lower Customers will demand to shift to HDTV in a massive way. All the MSO will be forced to upgrade their equipment to provide HDTV. This is the true killer applications for HLIT products, even more than the broadband Internet access and videocoference IMHO.

To: Mark Oliver who wrote (3960)	12/29/2000 7:56:58 AM
From: nghi vu	Read Replies (1) \| Respond to of 4134

Only small pieces of Harmonic are attractive to other players like Cisco or Lucent. Unless HLIT likes to break up into pieces, don't bet on anyone buying the entire business. Big guys rather spend money on pure plays than buying a basket of stuffs that overlap their businesses. Just look at the recent acquisitions at Cisco & ADC Tele. Cisco bought 20 plus companies this year. All small and all pure play. The most expensive lesson this market and this stock teach all of us is: CHEAP STOCK WILL GET CHEAPER. It may be hard to admit but HLIT is a badly managed company and bad company is less likely to be buy out because of bad baggages. Like I said in my previous post, this is smelling like a cabletron to me. Compare HLIT to its competitors and you will see that their sale dropped the worse.