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.
