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Technology Stocks : Arris International PLC (ARRS) -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Tang who wrote (119)	1/15/2007 1:44:16 PM
From: Don Hand	Read Replies (1) \| Respond to of 661

Cramer turned his nose up at ARRS when ARRS went out and got $225 million in debt. ARRS is also in TheStreet's publication Stocks under $10. The stock would be $16 to $20 today if ARRS had not pulled that stunt just as a VOIP pure play. Last year or so, Cramer pumped Tandberg. At the time I thought it was strange that he did that considering TAT wasn't an ADR. Who was he talking too? Depending on the wash of the financing, Cramer is more likely to favor the combined entity. I think you pulled a Yogie Berra on us with the Who's buying who? Huh? It's more like a merger except ARRS gets the bill and 15% dilution on day 1 plus $750 million in new and existing debt. (CSCO and MOT paid cash for their purchases). All this for a company with $350 in revenue. My guess is that Tandberg hit a wall on growth. It's as good as it gets. There isn't any relationship between the two companies unless they build video-phones. ARRS eventually will hit the wall on VOIP once Comcast gets their pipeline full. Neither ARRS or Tandberg have an inside to any big Telco, unless it's international. I think Microsoft is the elephant in the room. They finally have their IPTV act together.