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Started By
Message
re: HLIT - Harmonic, Inc. | GPU Connection Software Company
Posted on 5/23/26 at 3:32 pm to iPad
Posted on 5/23/26 at 3:32 pm to iPad
Cox Chooses Vecima for vCMTS
Liberty Global chooses Commsource for vCMTS
What am I missing or confusing here? All these posts talk about some monopoly yet so many of the big providers are using others?
These posts are what get me worried about bubbles and existing companies come out of nowhere with what seems too good to be true stories. Again maybe I am confusing things here - but she seems like there are alternatives
Liberty Global chooses Commsource for vCMTS
What am I missing or confusing here? All these posts talk about some monopoly yet so many of the big providers are using others?
These posts are what get me worried about bubbles and existing companies come out of nowhere with what seems too good to be true stories. Again maybe I am confusing things here - but she seems like there are alternatives
1
Posted on 5/23/26 at 3:47 pm to igoringa
quote:
All these posts talk about some monopoly yet so many of the big providers are using others?
Found something to somewhat support your point:
Vecima:
Loading Twitter/X Embed...
If tweet fails to load, click here. Worth nothing that it is still not trading on a major USA exchange.
Commsource:
Pretty sure the segment that made the deal you linked in June 2025 was acquired by Amphenol. $APH
Link: Vistance | $VISN
This post was edited on 5/23/26 at 3:52 pm
Posted on 5/23/26 at 3:53 pm to iPad
And I do not say HLIT isnt a good play - I do not know - but those tweets have way too many absolute statements for the radar not to go off for me.
Posted on 5/23/26 at 5:32 pm to iPad
Just wish I had the free cash to get into this. How do you folks free up cash in time to buy on such quick turnarounds?
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