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 (2566)	10/26/1998 3:28:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Mark, hard to compete on something so complex as fiber optics,when you have no fiber optic engineers. CSCO solution is over coax to integrate with the PSTN,using UBR broadband routers. CSCO will not have a clue about fiber optics for many years,though they are teaming up with CIEN. Only a few companies have both the fiber optic,and cable expertise of HLIT. GIC is making moves,they are the main competition.NT/BAY is moving that way,and they are big,smart,and very aggressive. Tim