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: Mark Oliver who wrote (1961)	3/10/1998 4:14:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Mark, well its the fact that CVUS is probably using this router to hook up the financial district in New York to LMDS. This is just speculation,but HLIT never produces anything unless they already have a market for it. If there are going to be upgrades, it won't be until well after the first quarter earnings reports. HLIT has said that some orders were pushed back until the second quarter,due to rain. Also their scaleable optical node,and many new products won't be in production until then. I expect the second and third quarters will make or break this year's earnings. Remember analysts can only see the future out about 3 months,they are very myopic. Tim