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

To: Mark Oliver who wrote (2418)	7/24/1998 6:02:00 AM
From: Hiram Walker	Respond to of 4134

Mark, I thought PTT was a company, hah,it could be anywhere in Asia,posssibly in China. They will not divulge where this client is,I asked their consultant. Yes, there is a replay if you like to hear it. I am thinking they would be positive without the New Media buyout,and were counting on the CVUS contract to get them in a positive cash position. Well you can count CVUS all but out,and all New Media's inventory shelved until another client comes along,which could be Antenna Hungary. Their digital products and LMDS euipment in total contributed 9% to sales,most of that digital. I read the ANTC report,same thing almost,weak international sales,sales picking up at TCI,their biggest customer. They too are waiting for new product sales to kick in with the Arris joint venture. No, the field trials are probably not booked as sales,and they have dozens ongoing. There are many evaluations for Cyberstream ongoing with delays in buying,these better kick in soon. There are a dozen field trials for MetroDWDM systems with 4 major MSO's here,lets hope those kick in. The cable companies have to start spending and doing better in revenues and Ebita earnings. No mention at all of 21st Century in Chicago. Lots of mentions of China,lots of activity there,lots of money was spent there on seminars and trials. Lets hope those become sales,and it sounds good,they got a pre-payment from a cable company there,never would happen here in a million years,will there still be cable? Tim