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To: gdichaz who wrote (1319)	4/16/1999 5:04:00 PM
From: Eric Jacobson	Read Replies (1) \| Respond to of 54805

Re: HLIT and UNPH. gdichaz, I too have been reading a lot lately about UNPH here and elsewhere. As a HLIT shareholder, I've been interested in understanding the differences/similarities between the two. If you look at their charts, although HLIT has outperformed UNPH, they've both been benefitting from the same trends regarding increased bandwidth and buildout of broadband HFC networks. exchange2000.com Here's a clue about their relationship from HLIT's recent 10K: >>Some components, subassemblies and modules necessary for the manufacture and integration of our products are obtained from a sole supplier or a limited group of suppliers. In particular, we rely on Fujitsu as a major source of lasers for our PWRLink and return path transmitters, for which there are limited alternative suppliers. In addition, certain optical components used in our METROLink and MAXLink products are currently available only from Uniphase Corporation and JDS FITEL, which recently announced their intention to merge. Although we have qualified alternative suppliers for lasers, in the event that the supply of optical components is interrupted for any reason, products from alternative suppliers are unlikely to be immediately available in sufficient volume to meet our production needs.<< So, it seems UNPH/JDS is a supplier to HLIT, not a competitor. I've been enjoying the ride on HLIT. I'd be curious to know what others on this thread think about this company that has its fingers in both cable and wireless broadband technologies.