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

To: Steve Hufnagle who wrote (2452)	8/24/1998 4:58:00 PM
From: Hiram Walker	Respond to of 4134

Steve, my opinion might be skewed,but they are installing metroDWDM all over the country for TCOMA. But does anyone want to own a telecom infrastructure company? They are the only ones with an optical add/drop Metro system.They have good management,lots of cash,the cycle is turning for them,the future is tremendous. I think this is all because a mutual fund manager got scared that if T nixed CIEN,it might do the same with the 14 city,100 community deal HLIT has with TCOMA. It was just two large trades the last 2 days. I am going to buy another 1,000 shares,this is stinking cheap based on future sales,but there are lots of cheap small companies. I personally would load up, I see HLIT at fair value at $30. Hiram

To: Steve Hufnagle who wrote (2452)	8/24/1998 8:37:00 PM
From: matt gray	Respond to of 4134

What percentage of HLITs operations are based in Israel? Are we seeing capital moving to other locations until things cool down in this region of the world?

To: Steve Hufnagle who wrote (2452)	8/24/1998 9:11:00 PM
From: Hiram Walker	Read Replies (2) \| Respond to of 4134

Steve, what a buying opportunity, time to load up. I think I will buy a thousand shares tomorrow morning at the least. Well its easy for a mutual fund manager to panic on small stocks.They are doing it willy nilly all over the NASDAQ. Is HLIT a better buy than some of the others? Not really sure,but its a damn good buy. This is really a severe bear market in the small stocks,I think it might have to go the full bear route before long. Watch for Europe and particularly Germany,then the final bear phase will approach the U.S. with a collapse of the big names,like CSCO. Tim