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

To: Arthur Tang who wrote (237)	8/30/2007 11:41:43 AM
From: Don Hand	Respond to of 661

E-MTAs is selling great in the hundreds of millions per quarter. With Cable you have to go in order in which they want stuff. The Docsis 3.0 isn't needed until 2008 in the USA. The Cable company has to make bandwidth room in order to utilize 3.0 which will collapse bands 3 to 1, I think to get the 100mb speeds. Making room with SDV switched digital video and node splits. VYYO does have a product line to go around this. Cox is doing it all. RCN which reorganized as I recall, is giving it away to stay alive like Vonage and Tivo. Products that came before their time. The problem for investors is that Comcast is a large customer and once the initial deployment of VOIP is deployed; ARRS has a hole in it's revenue profile that a great CMTS can't fill by itself. See Seachange as an example; once Comcast fully deployed VOD SEAC peaked. That is why ARRS needs to buy HLIT, BBND or something else, for the day Comcast gets full.