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

To: Phaedrus who wrote (1864)	1/15/1998 8:04:00 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 4134

Phaedrus: HLIT is pretty much a pure play in cable, but ADCT does a growing share of business with cable companies it would appear, although they do not break out percentages that I could see in a quick glance. In reality, the infrastruture of both cable and telephone may ultimately merge, at least the infrastructure that gets to the last or next-to-last junction box. I see the one day loss of over 20% in ADCT value as being analogous to the trouncing ORTL got some time ago, and HLIT a few months ago. Investment in infrastructure is being held up accross the board it would appear, and when the supply companies announce it, wham! Anyway, about HLIT, it looks pretty promising here at this price, about third on my list of stocks to buy. GTW GTW