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

To: Hiram Walker who wrote (2584)	12/7/1998 2:28:00 PM
From: Eric Jacobson	Read Replies (2) \| Respond to of 4134

This article dated Dec. 1 could also explain some of the recent strength: sfgate.com It seems @Home has filed a 10Q saying they are having trouble meeting demand. The solution seems to be to increase the number of nodes -say from 1 node/500 households to 1 node/250 households. This would seem to be good for HLIT. I can remember a couple of years back, the systems were originally designed to have about 1 node/250 households - but then the subscribers didn't appear, and in order to reduce up-front costs, the cablecos reduced the initial installation of nodes. That was bad for HLIT. Now it appears the subscribers are catching up to the installed infrastructure.