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

To: Mark Oliver who wrote (2796)	6/1/1999 9:02:00 AM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Mark, Teleport is not a competitor,but a cable arm of T that goes to businesses. There are very few businesses wired with HFC,but if they are,you can make a decent bet that it is Teleport. Another blurb found in Americasnetwork about SFA and HLIT. americasnetwork.com Exclusive Website Story SCIENTIFIC-ATLANTA, HARMONIC FOCUS ON THE UPSTREAM AT CABLE-TEC SHOW Shira Levine The reverse path of hybrid fiber/coax systems played a major role at this year's Society of Cable Telecommunications Engineers' Cable-Tec Expo show in Orlando. That's because cable operators are interested in rolling out truly interactive services, such as telephony and bidirectional cable modems. Scientific-Atlanta (Atlanta) has announced the first in a new baseband digital reverse (bdr) family of products, which are designed to increase hybrid fiber/coax (HFC) network capacity for interactive services. The first bdr products include: • Digital modules for digitally encoding and multiplexing interactive services onto the network from hub locations; • 1550 nm and 1310 nm laser modules for digitally transmitting interactive signals over fiber; and • Receiver modules for decoding and demultiplexing the digital signals at the headend. The bdr technology will also be available in Scientific-Atlanta's Prisma optical nodes, enabling increased capacity from the node to the hub. A major U.S. cable operator will begin a field trial of the products within the next 30 days, and products are expected to be commercially available in August. Meanwhile, Harmonic (Sunnyvale, Calif.) has introduced a dense wavelength division multiplexing (DWDM) return transmitter module designed for use with its optical nodes. While many cable operators currently use DWDM in the downstream, it's more difficult to deploy on the upstream path because high temperatures in the node affect the lasers. The Harmonic product adapts the lasers so that temperature spikes do not affect the wavelengths. Using DWDM on the reverse path not only dramatically increases upstream bandwidth, but also provides operators with added efficiencies because they are able to locate more equipment at the headend instead of in the hubs, says Eric Schweitzer, director of receiver systems at Harmonic. Tim

To: Mark Oliver who wrote (2796)	6/1/1999 6:20:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 4134

Good observation, Mark. "... T has such a broad range of networks now and they seems to touch on many of them in this article without always telling you which one they are talking about." At some point they will begin to accrue redundant assets, as they continue to acquire carriers. Also, they will encounter dissimilar OSS profiles and conflicting MIS and IT architectural issues that will have to be resolved. And many of the ex-TCG switching locations are also on Teligent's footprint, if I'm not mistaken. Teligent, being acquired by virtue of AGRPA's buyout by Liberty (in effect, T) just today. Those switches and their associated routes are ideally situated for business district coverage, but not for residential use, the way things stand today. But fiber back-hauling from the MSO head ends to those switches will mitigate those shortcomings, to a great extent. Regards, Frank Coluccio