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

To: Eric Jacobson who wrote (2599)	1/11/1999 5:43:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 4134

Yes, very disappointing performance in the face of good news. HLIT has never been a very good company to own and this is yet again missing the moment. The management are perhaps technically competent, but they don't know how to sell their company to investors. Very stupid. Tony Ley thinks he's so clever. I asked him why he didn't do more PR. "Don't think it's important". Maybe not, but you could have saved millions buying New Media if your stock was worth more. Wasting millions is poor business. He looked at me like I was missing the point, but Tony you are missing the point. I wouldn't hesitate to vote for new management. In fact, I usually do with every proxy. Still, if the market stays strong for another week, I don't see how HLIT can't add a few more points. Regards, Mark

To: Eric Jacobson who wrote (2599)	1/13/1999 11:25:00 AM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Eric, I believe the market does not know,and I believe in the Theory of Inefficient markets. The market never knows until it hits it in its cement head. The market sold INTC into oblivion back when the 386 was not doing well. You have to believe in the company, the reason for the stall at the new high is that earnings are not visible. HLIT has a 10 year track record to gauge the price by,not like the Internut stocks. Their growth is going to be nothing short of spectacular over the next 2-3 years. Tim