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

To: Hiram Walker who wrote (2592)	12/26/1998 11:09:00 AM
From: Tom Lynch	Respond to of 4134

Happy holidays all, looks like the Tajman is back on the bull last time I looked at the board you were thinking of getting out.this one has been moving up quite a bit on just a few small trades 2 or 3 10k trades a day if ebay is worth 12 billion and lu is worth 120 b hlit the company that can give the internet real speed is worth atleast 400 m a double. Best of luck for 99 Tom

To: Hiram Walker who wrote (2592)	1/5/1999 7:46:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 4134

Tim, here's an interesting deal to form a joint venture between TCI and Time Warner. What makes me curious was whether HLIT had done any special work in Houston, but reading your post you mention Dallas. Should we see a consolidation coming? I was just reading an article which said US Media was a top ten pick for takeover, as was US West. They say Allen is possibly looking at UMG to add to his cable holdings. Has Allen shown any preference for HLIT? They also talked about poor little Ciena for takeover with a broad range of new competition in DWDM including Fujitsu, Lucent and Nortel. Never a mention of HLIT. Regards, Mark TCI-Time Warner Serve Houston By Karen J. Bannan January 5, 1999 3:16 PM ET TCI Communications Inc., the cable arm of Tele-Communications Inc., and Time Warner Entertainment Co. LP this week announced they have formed a joint venture to provide cable service to more than 1 million customers in the Houston area. The agreement joins TCI's subscriber base and equipment with Time Warner's, creating a 50-50 joint venture that will be managed by Time Warner. The deal transfers $640 million of debt each from Time Warner's and TCI's balance sheets to that of the joint venture, officials said.