Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Frodo Baxter who wrote (1722)	4/22/1999 10:34:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

<Harmonic Lightwave? They've been off my radar for a while now. Poor man's Ciena, right?> I don't think so. HLIT is a specialist in HFC, or cable infrastructure. I think it's got some different dynamic than a telco trunking DWDM. They seem to like to call this a "Metro" DWDM. Anyway, the DWDM play is only part of the solution. I can't say what is happening with Maxtor. I am still wondering what it could mean to them that IBM is taking market share from them at Dell, their biggest customer. Seems like any position in storage is unwise when you see how much more all these other inestments have going for them. Do you still own NITE? That was a great play. Regards, Mark