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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: mph who wrote (45139)7/12/2000 1:41:49 PM
From: John Pitera  Read Replies (4) of 63513
 
You mentioned GMST to me last night, great call.

as I mentioned they are on the LEH top 10 list that came
out 2 weeks ago... go things going on for GMST.

look at how ubiquitous TV's are and they have a global
interactive platform for TV interactivity.

Big growth area...just look at all the set top boxes that
have been bought by the people you know in the past year or
two.

SFA has benefited by that,as has BRCM, since they have
40$ of product in 80% of all set top boxes shipped
GLOBALLY!!!!!
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