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Technology Stocks : PC Sector Round Table
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To: Yogi - Paul who wrote (1410)1/27/1999 3:25:00 PM
From: Mark Oliver   of 2025
 
<I'd be interested in your opinions of Broadcom and GMH (Hughes).>

I should have an opinion on Broadcom, but don't. They've done very well and seem to be ready to supply all the key chips for the coming fast networks. I thought they were too high, but then thhey went higher. Old story. Their earnings report was very impressive.

<Delighted to read of your position in T as I too have pumped some big league bucks into the old lady over the last few months.>

I bought some T leap options when they announced TCI. Doing well there. Decided to add shares last week thinking they'd make the push over $100 now that they've hit this level.

<GMH seems to be wedging their foot into the consumer door with the Primestar purchase in hopes of getting 21st century internet access business by default. Don't have a position there. >

I don't like the single direction feature. Having to uplink through the phone is limiting especially when you get more people who can take information such as video conferencing. I also doubt that they can handle the support, and I don't understand how they would be a ISP. There is a VSAT based 2 way service that could be interesting, but the TV dish seems to be limited in my view.

I'll check out your site. Does it mention anything about 2 way?

Regards,

Mark
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