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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: John Pitera who wrote (14)11/30/1999 6:31:00 PM
From: Logain Ablar  Read Replies (2) of 2850
 
JMT:

Oh no another P&F thread to follow. I'm never going to get any work done.

John last I remember the ATT projection was $5+ billion to upgrade the cable networks they've been acquiring.

HILT is a big supplier in their Utah trial. The stock did get ahead of itself (but we can say that about all tech stocks). HILT also will have tie ins with wireless with the CUBE divi division for encoding.

Divi competes with OBAS which tom knows of with the CSCO relationship.

I've been reading old gilder articles in forbes (I've only read 93 and 94) and he's big on bandwidth - fiber and CDMA.

My top cable play is CCUR with their Video on Demand. They supply SFA and GIC.

Tim
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