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To: quidditch who wrote (1306)	4/15/1999 12:47:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Good inputs, Steven; I liked your earlier analysis of JDS's earnings report, too. Did you read LindyBill's post where he was looking for financial analysis on csco, msft, etc? Ever think of doing volunteer work <g>? So what's the play? Do you buy uniphase and wait for the merger with JDS, or the other way around? Or does it matter? Which symbol with the final corporation trade under? Losta questions <g> Frank

To: quidditch who wrote (1306)	4/15/1999 7:52:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To Steven: Curious what you think of this Canadian company. It seems to have a major link to TCI as supplier of optical widgets and systems. Could you comment on whether Harmonic competes with JDSUniphase (either half)? Is this a gorilla/king in the mist? Harmonic Lightwaves (HLIT) To: Mark Oliver (2691 ) From: Hiram Walker Wednesday, Apr 14 1999 8:55PM ET Reply # of 2692 Mark et all, seems the link with T/TCOMA has validated HLIT's MetroDWDM system with most MSO's. HLIT is now considered a major play in most MSO's minds. New DWDM solutions Cable industry vendors are developing an arsenal of tools based on DWDM to support ongoing expansion requirements, not just for unupgraded plant, but also for newly-upgraded state-of-the-art facilities as well. "Customers looking at bandwidth expansion aren't just those with older plant," notes Paul Connolly, vice president of marketing and network architecture at Scientific-Atlanta. "People recognize that with things like video-on-demand, higher levels of data use, telephony and HDTV, there could be pressure on bandwidth in the most sophisticated systems." Vendors and operators report DWDM solutions have gained a lot of credibility in the wake of Tele-Communications Inc.'s decision to make this technology a cornerstone of its network evolution. TCI, starting with gear supplied by Harmonic Lightwaves Inc., is using DWDM to distribute dedicated data, voice, and eventually, video-on-demand from the headend. In this model, each package of dedicated signals destined for a single hub goes onto a separate wavelength. At each hub, the combined wavelengths are optically amplified, one of the wavelengths is then optically split out for distribution locally and the rest are passed on to the next hub. The split dedicated wavelength is then combined onto a single fiber together with a 1310 nm feed of broadcast video channels for distribution to each node. The two wavelength signals over the hub-to-node feeds operate at different power levels, with the digital 1550 nm feed arriving at -8 to -10 dBm at the receiver, thereby avoiding interference between the two wavelengths, says Mark Trail, director of product line management for transmission systems at Harmonic. This distribution topology avoids any need for regenerating signals at the hubs, he adds. "We have several other MSO customers who are making use of this technology," Trail says. Most are applying the technique in single systems before going to wider deployment, he notes. "The combination of TCI and AT&T backing this technology has everybody in the industry looking at it," agrees Randy Schmid, director of marketing for the analog transport systems business unit at ADC Telecommunications Inc. ADC introduced an eight-wavelength cable DWDM transport system and other optical products at last year's Western Show. cedmagazine.com Tim Harmonic Lightwaves (NASDAQ: HLIT)