da pmp
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Is this a new box for HAUP ? Target in the high teens and low 20's?
SI has a techincal glitch as discussed here
http://www.investorshub.com/boards/board.asp?board_id=504
Excellent article on Verizon and it's FTTP plans, HLIT also mentioned
http://www.cedmagazine.com/ced/2004/0304/03a.htm
.....
Harmonic Inc., for example, has received plenty of interest from the RBOCs for an FTTP video overlay that looks very similar to what cable operators use today, says David Piehler, vice president, research and development for the vendor’s broadband access networks division. Among its wares, Harmonic offers a video overlay platform that includes cable TV-type transmitters, optical amplifiers, certain passive elements and some set-top box controller technology.
Analyst firm UBS agreed with that sentiment in recent research, noting that it believes Harmonic is “well-positioned to win the video overlay portion” of Verizon’s FTTP deployment, and that Harmonic could begin driving Verizon FTTP revenue as early as the fourth quarter of this year.
The RBOCs are looking at the overlay, Piehler says, because high definition television (HDTV) has changed the whole paradigm and completely altered the bandwidth requirements for video services.
“It’s harder to do HD over a switched video architecture,” Piehler argues. “Two years ago, HD wasn’t a big issue, but [today] on Day 1 they’ve already peaked out if they want to offer that in switched video format.”
Although the RBOCs are generating the most buzz around FTTP, the independent telcos, utilities and municipalities still represent the core of activity, says Michael Wearsch, vice president of North American sales for Wave7 Optics, another FTTP platform provider.
“I think the next 12 months will be a ramp-up year [for FTTP],” adds Facca of C-COR.net. “It’ll be a year to allow perspective customers to prove the technology and run trials.”
For C-COR, which markets a platform called FTTmaX, that has translated into wins with companies such as Cable Bahamas, which provides cable services on 16 Bahamian Islands.
Hlit mentioned here
11:44 ET Notable Mentions: SFA, HLIT, ARRS, RAD : Communications Equipment: Brean Murray believes that a Comcast/Disney combination would lead to an accelerated emphasis on deploying new video distribution technologies such as High-Definition TV, video-on-demand (V.O.D.), and digital video recorders (D.V.R.'s); firm believes that Scientific Atalanta (SFA 34.54 +0.59) and Harmonic (HLIT 11.91 -0.01) (a leading supplier of gateways using Comcast's V.O.D. deployments) will be prime beneficiaries of Comcast's strategy of dominating the pay TV business; firm also thinks that the battle for Disney will be a distraction to Comcast's VoIP strategy, and that if Comcast is successful in acquiring Disney, deployments of voice would get pushed out even further, which would be negative for supplier Arris (ARRS 10.82 -0.30)
This the just the beginning of these short sighted ANALysts who are always behind the curve and cannot see in the future, let alone 3 feet in front of them.
The violence in the east is going to escalate appreciably in the next ten years. Non-muslim malaysians will resist their post-Mahathir dhimmitude, Thais will soon act against muslim separatists in the south, Indonesia will find another East Timor where they can persecute non-muslims, and Philippinos will continue to deal with the terrorist actions of 5% of their population.
My feeling is that something similar to 9/11 would have happened no matter our actions in 90/91. American culture is exerting a great deal of pressure on non-Westerners, and many Islamic countries in turn exert more pressure on their citizens to keep them what they are. The Other is a very precarious position in an Islamic society.
But nobody connects the dots. Everyone's too afraid of being denounced as 'racists' or intolerant or whatever. And so we repeat the old lie that Islam is a religion of peace. Yes, you can have peace if you convert to Islam or agree to live as a dhimmi
Wahz, I expect the first quarter of 04 to be a little slower, they are guiding a loss of ($.08) to ($0.05) , whatever that means.They should beat that,even though the first Q is typically their slowest Q.I beleive the second half is much clearer than the first. They key is around the 2nd Q-look for a slew of announcements, contracts,probably ANALysts upgrades. We just got one today-a ridiculous target of 12-ROFL.They recently announced using contract manufacturing, which should help keep with demand.Rupert Murdoch's influence will result in heavier and faster investment in digital video, not only from the satellite companies but also from their cable and telco competitors.HLIT supplies to all of them.If CMCSK goes with SNE's Passport System, this would be huge for HLIT and kill SFA, whose propreitary boxes would be useless.It's hard to say what they are going to do since they are the most conservative mgmt I've ever seen.They will not recognize contacts until they complete them.They should do easily hit 300 M in 05-probably more.I expect .60-1.00 E minimum for 05.I actually think they hit 20 by summer,as I think the ANALysts will finally get the big picture.This stock hit 150 in 2000, and the fundametals have never looked better.
Hlit's notes
CEO was the most optimistic he's ever been.
20% Q to Q growth
Gross margins -40% highest in 4 years.May hit 45% later this year
China was the largest customer by far outside the US, much more revenue than any other country-this was never the case before.
CEO said the SkyPerfect in Japan is going to be very big, he said the biggest single contract they have ever gotten-we are talking high double digits,maybe more.
Believes they are well positioned for the next few years
Will start shipping H.264 and WM-9 this year to telcos and other providers
These guys are extremely conservative and many times sound like the earth is going to get scorched when they talk to the ANALysts.They only report sales when the contracts are finished.In following this company for 5 years,the CEO has never sounded this upbeat. NEVER!
Look for 70- 80 million by the 3rd Q. 53 million is break-even. They'll do 100 million a q next year-this should move very easily to the top of the list here.Your .25c Q will occur here by the latest in mid 05, maybe by the 4th Q 04.
Anyone have a price target of WAVC in the next 2-3 years? I believe the stock can trade in the $2-$3/higher range within 2 years.
CMCSK is giving major discounts on cable broadband to any DSL customer in selected markets at $19.99/month for a year-it's over for the telco's unless they go FTTH.
2000 stocks..what r u tracking? GSS,IVAN,HILL,FNSR,TYC are up atleast 5% in my small list of 60 stocks that I track.
Haven't you been stopped out of BRCM yet? If not, when will you cover?
Aj you posted this on Zeev's board awhile back. Could it be that this indicator is off by a month or two?
<FWIW, my super duper secret Dump-O-Meter hit again (if you recall, I mentioned it was pointing to lows in February, which we've already had, IMO).
This time it is pointing to mid to late March for the low, with mid-March possibly the sweet spot.
What's interesting is that it coincides with the 54 day cycle around March 14 and the 16-day cycle low around March 11. It is also close to the Ides of March <G>
This is a bigger reading than the previous one, so we should see lower lows if this drop transpires as indicated.
The Dump-O-Meter has been very reliable as long as I've been tracking it. It appears to have a predictive ability to within plus/minus 1 week or so while giving 6-weeks notice of the lows. This indicator is good for big drops and does not read as well with more incremental moves.
>
Zeev, what is your opinion of SWTX? It's tempting to buy a company with Price/Sales of .18 or so. In your Nassacre scenario ,it may get to .50 or below. Possible?
Metro Detroit has the largest number of arabs outside the middle east
<although, in theory, i could run 'windows in a window' via vmware, i suppose.) >
VMware is a serious memory hog. It almost hosed my machine. It doesn't work very well on a network client.
Moneysoft has more more marketing power,numbers,and ease
of use that Linux doesn't have. You are talking about a learning curve a for alot of desktop users in the world. That learning curve is going to cost a lot of money.In fifty years,maybe you have something. It will have to be a gradual process.Companies aren't going to switch to Linux just because it's better.
<MSFT will be just another 0.16 per share tech company in a few years.>
Wanna bet? How much do you think 38 BILLION can buy right now?They will probably have close to 50 B in 2-3 years. They are still going to be very very powerful despite their crappy products. I expect them to take the "Cisco " approach and buy anything that has a chance of dethroning them.
Do you or anyone else have any Microcap gold funds to suggest?
Ross has not been with EDS for a long long time.
Zeev, any thoughts on HLIT?
Jenna,I consider you an excellent trader and don't know why there aren't more posters on this board. Newbies should bookmark your thread to gain from your insight.