Everyone is talking about $HLIT from the operator savings angle. Let me give you

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Everyone is talking about $HLIT from the operator savings angle. Let me give you

· @CKCapitalxx

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Everyone is talking about $HLIT from the operator savings angle. Let me give you the angle nobody is discussing. This is a gross margin story. Hardware companies grind at 30 to 40% gross margins. They deal with supply chains, component costs, manufacturing overhead, and

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