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

To: Hiram Walker who wrote (2686)	4/9/1999 4:19:00 AM
From: SteveG	Read Replies (1) \| Respond to of 4134

from CSFB: * ATHM shares may be affected by reports that AT&T may lose some control over @Home to Comcast and Cox as a penalty for missing cable access subscriber targets in its TCI unit. * The press revisits the idea of ATHM's cable partners (Comcast) exercising their right to renege on the exclusivity contracts under certain conditions. We believe the probability of this occurrence is close to zero since the cable partners must then sell their ATHM shares back to @Home for $0.50/share. * We expect any possible (incremental) gain of control by Comcast and Cox to be a positive for ATHM especially as @Home negotiates the WorldNet deal and any other transaction with AT&T.