PSIX up 26.5%, Takeover(?) Message Board

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Technology Stocks : PSIX up 26.5%, Takeover(?)

PSIX 66.76

-2.9%

Dec 22 3:59 PM EST

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To: bob zagorin who wrote (2133)	3/9/1998 1:42:00 PM
From: david thor	Read Replies (1) of 5650

<i just think the market is moving away from chips and boxes toward bandwith and connectivity. > Bob, Exactly. Anyone holding LCI stock today is feeling pretty good about the results of what you said above. Hardware makers are feeling the pinch. There are 3 basic environments in technology: content, transmission and hardware. Hardware and content are currently putting pressure on transmission, not the reverse. Therefore my feeling is that transmission is the best place to be for the forseeable future, generally speaking. Regards, Dave

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