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: Daniel Simon who wrote (4090)	2/13/2004 1:34:03 PM
From: VIXandMore	Respond to of 4134

I haven't seen any news of note as of late Jubak mentions them as a winner in a Comcast-Disney deal: moneycentral.msn.com ...but the news front has been quiet otherwise, as far as I can tell. Of course, this surge with no news is the best news of all

To: Daniel Simon who wrote (4090)	2/17/2004 9:17:03 PM
From: Solid	Read Replies (2) \| Respond to of 4134

The news is that the build out of satellite and cable is real and necessary for subscriber growth and survival of the fittest. The time for the improvements is NOW. As I am sure you know, Harmonic makes the hardware needed to maximize the $'s both providers spend. Especially with Satellite service Harmonic allows the providers to maximize information in the pipes and that saves big time on extra birds. Analysts that follow the sector understand this too. A lot of the early climb was rebounding from excessive sell off that hit the whole sector and tech arena. Sales going forward are looking good and people want solid areas to park their investing dollars. Up or down economy and people still watch TV and use computer service and telephoney. I needed cash for other investments and had to liquidate my July 7.50's. I got a double+ a week ago but wish I had enough to still hold them. So it goes. I'll be back if I can and it still looks good at that time. I hope this helps and wish you the best with it if you are holding.