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

To: Kenneth E. Phillipps who wrote (2663)	3/18/1999 2:15:00 PM
From: Eric Jacobson	Respond to of 4134

Kenneth - yes, that's a similar article to the one I was referring to. Here's a less detailed one: dailynews.yahoo.com The one that appeared in my paper was more detailed. It mentioned that Charter's plant is currently less than 10% two-way HFC ready and that they had plans to have it 90% capable by 2002. Plus they plan more acquisitions, which means even more upgrades. The main reason I thought this was positive was Allen's emphasis on competing with @Home and Road Runner. This means building duplicative systems. Two years ago, there was a move towards consolidation - @Home and Road Runner each had excess capacity in their 2-way plants and they reached agreements on sharing the capacity. That was bad for HLIT, because the MSO's were sharing one set of system upgrades. Now, everyone is once again concerned with the shortage of bandwidth and expressing the desire to build redundant systems. This is good news for HLIT. In addition, I saw an article yesterday about how the satellite operators are once again making noise about having non-terrestrial internet systems operative soon. Since HLIT has their fingers in this arena as well, as indicated by today's news release, this is more good news. BTW, I could only trace the reference to Charter being a HLIT customer to Tim's notes from the last conference call. I'll try to verify with HLIT.