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

To: MikeM54321 who wrote (2636)	2/12/1999 9:31:00 AM
From: james m. schultz	Read Replies (1) \| Respond to of 4134

HLIT is experiencing strong Rev. AND margin growth. The AT&T/TCI/@home deals are huge. ORTL is not doing well. "Additionally, the company said order patterns for the current third fiscal quarter indicate sales growth may not be sufficient to produce profitability in the fourth quarter ending April 30, 1999." I don't believe there's much of a comparison in these companies at all. GI sells the digital cable TV boxes to Comcast, and my comparison was that HLIT sells its product to Comcast on the cable modem side. So, if GI is benefiting from strong cable revs. so will HLIT. jim

To: MikeM54321 who wrote (2636)	2/13/1999 4:35:00 PM
From: Hiram Walker	Respond to of 4134

And here is where Libit and INTC change the whole picture. Internal modems which are cable ready,MCNS standard is going to move this game into warp speed by the end of the year. Libit and HLIT have done interoperability testing,and both have R&D's close by in Israel. Libit/HLIT/INTC is gonna kick some ass. Broadband Week for February 8, 1999 Intel, Libit Developing Internal Modem By DAVID ILER February 8, 1999 Chip giant Intel Corp. and upstart Libit Signal Processing Ltd. are working on a specification for a "host-based" cable modem. The two companies intend to present the specs to the DOCSIS (Data Over Cable Service Interface Specification) panel at Cable Television Laboratories Inc. The development of specs for an internal cable modem not only accelerates the time to market for such a device, but it also catapults Libit into a strong position to deliver silicon for cable modems in an arena that is currently dominated by Broadcom Corp. "Host-based processing is one way of reducing the cost from $200 to below $100 ... We encourage that. We think that it's a good thing," said Rouzbeh Yassini, the executive consultant to CableLabs who oversees the DOCSIS program. At the same time, Yassini expressed three concerns about a host-based approach: maintaining network integrity; ensuring network security and ensuring that the costs of operations -- including provisioning, maintenance and troubleshooting -- don't offset the cost savings promised by the host-based approach. "These are problems that are being addressed," said Jacob Tanz, vice president of worldwide sales for Libit, who worked for Intel for 15 years until "there were no new inventions that needed to get created here." Yassini pointed out that Intel and Libit must present CableLabs with a white paper and architectural documents before the host-based concept is voted upon and brought into the open-standards DOCSIS process. The host-based approach will move as much functionality as possible from what is now performed by a cable modem's components to the host's (or personal computer's) processor and random-access memory, said Teri Lasley, broadband-development manager for Intel. Lasley added that work on the draft specification should be completed by late March. Michael Harris, an analyst with Phoenix-based Kinetic Strategies Inc., said cable modems must achieve the same cost curve as phone-line modems to remain competitive, and "one way to do it is with a host-based architecture." Lasley said a "proof-of-concept" demonstration of the host-based concept is targeted, ambitiously, for the National Show in Chicago in June. Libit -- the No. 2 cable-modem-chip supplier behind Broadcom -- has been a "major contributor" to the DOCSIS effort, Harris said. Although its only announced buyer of cable-modem chips to date is Toshiba America Consumer Products, he expects other vendors to turn to Libit. They have been hesitant to do so, Harris said, because "they don't want to harm their relationship with Broadcom." Tim