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

To: Mark Oliver who wrote (2765)	5/6/1999 12:39:00 PM
From: Eric Jacobson	Respond to of 4134

Mark - yes, this is the same company - their in Saskatchewan. Did you guys catch this: >IMAGE launched its digital MDS system in March 1997 with 56 channels. >From its Regional Operating Center in Yorkton, IMAGE now broadcasts >more than 80 services using TRANsend headend components, Nagra >conditional access system, Thomcast transmitters, and Sagem set-top >boxes. The services are broadcast across the province of Saskatchewan >on a network of 20 towers in 16 QAM modulation, using in-band >trunking and drop and insert technology to provide local services to >its customers. >Upon completion of the upgrade, IMAGE will immediately proceed with >an expansion of services and service areas. The flexibility of the >upgraded network will allow for rapid implementation of >ancillary services (interactive, data, etc.) and the migration to 32 >or 64 QAM modulation to increase capacity; a further eight towers >will be commissioned in third quarter 1999. So, they currently have 20 towers, and it looks like they have plans to build 8 more along with other upgrades. This means more TRANsend headends, no? I also like the fact that HLIT's products are interoperable with both HFC and MMDS networks. With the T/MediaOne deal, there's a lot of talk about T achieving near monopoly status. As a TCI customer, I know I've seen nothing but rising rates over the past couple of years, and T's move scares the hell out of me as a consumer. I'm hoping more upstarts like this IMAGE, or RCN, or WCII jump into the fray to offer competing services, and I'm glad HLIT has the products to help them all upgrade. Does anyone know anything else about this IMAGE Communications? I couldn't find a webpage.

To: Mark Oliver who wrote (2765)	5/7/1999 7:27:00 AM
From: Hiram Walker	Respond to of 4134

Mark, HLIT built Fremont and Hartford for ATHM,those were the first 2 installations that HLIT has done. HLIT in the last conference call was building out Chicago,that contract initially went to GIC. I think that GIC had no idea what the heck they were doing. It was a shock to me to hear that HLIT was doing Chicago. HLIT is still undervalued at 40,since no one that I know of has been able to build the systems they do effectively. It might be undervalued all the way to 75. Well I believe in HLIT more than any other technology company I have ever owned. I believe in the management,I believe in their products and engineering,and I believe they are in the right place at the right time. ANTC is a good company,Tony said they are the only ones capable of building effective MetroDWDM systems. ANTC has a lot of debt,but a lot of success ahead of it, they now own LANcity alsom,from BAY/NT. Tim