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

To: Mark Oliver who wrote (2521)	9/16/1998 4:14:00 PM
From: Hiram Walker	Respond to of 4134

Mark, I clipped these two blurbs from CED,both very interesting. That's in the plan, according to Gilbert, although he wouldn't discuss specifics until they're finalized. He said @Home is already developing "rack 'em and roll 'em" headends with special routing and proxy configurations, so that pricey regional data centers aren't needed in every location. For very rural locations, @Home is even considering the use of VSAT (very small aperture terminal) or other satellite products to handle signal backhaul. Hey lets see them use New Media's VSAT for small operators in the boondocks. And this more telling one. Michael Harris, an analyst with Phoenix-based Kinetic Strategies Inc., noted that @Home will potentially be taking on more work at a time when its large MSO partners, like TCI, are short weeks away from massive data launches. The massive data launches at TCOMA are brought to you by HLIT. But then again,I think if HLIT did 500 million in revs,the stock wouldn't move,people would be anticipating competition. Tim

To: Mark Oliver who wrote (2521)	9/19/1998 4:59:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Mark a good article on the huge move that will be made over the next 12 months into MetroDWDM. The only company supplying systems right now is HLIT. Look out for LUcy,Cien/CSCO,and NT/BAY,but HLIT is the one supplying TCOMA right now. The key is the cost,and tunability of the EDFA's. Right now,the thing stopping HLIT,and others from 32 wavelength MetroDWDM is the cost of these amplifiers. But even as this trend is just starting to build, a new wave of applications is following close behind, involving DWDM at the metro level, in conjunction with more advanced trafficking capabilities in the optical domain. "Although the metro market has been slow to adopt DWDM, we believe that 1999 will be the start of a tremendous market upswing," said Ken Lewis, senior vice president of the transmission division at Alcatel Telecom's Alcatel USA unit. Fujitsu last week began demonstrating an "eight-by-eight" DWDM metro-fiber system, delivering eight OC-48 channels in each direction over a single, unamplified fiber. By mid-1999, the company plans to introduce a dynamic add/drop multiplexer, which will allow its unidirectional, DWDM-metro system to evolve into an all-optical ring, Jaggi said. Cisco has already begun supplying routers with lower-speed optical outputs suitable for long-reach interfaces of under 80 kilometers in the MAN (metro-area network) environment, Bates said. "Later, we'll add long-reach interfaces at OC-48, allowing the router to drive the fiber directly at that rate," he added. Over time, this will support direct integration of services into the optical layer. "It doesn't make much sense to integrate full WDM into the router at this point, given the cost of finely tuned lasers, but this will change with the advent of truly tunable lasers," Bates said. multichannel.com Tim