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.
