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Technology Stocks : General Instrument Corp.'98 (GIC)
GIC 31.40-0.8%Jan 16 9:30 AM EST

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To: kech who wrote (109)3/11/1998 2:58:00 PM
From: BigBull  Read Replies (1) of 615
 
Tom

Thanks for the C&W update. I've read your posts with great interest and benefit. The C&W news is, of course, ferociously bullish for the Broadband rollout story in general and GIC in particular. It seems that many big players in this story still don't want to "commit to any particular architecture." Perhaps today's T conference will force some commitments. At any rate, I believe the broadband communications situation is as big as the building of the railroads in the last century and remain bullish on GIC and believe cable will win the race. BTW another 100k block passed since my previous post. It seems that somethings going on. These trades are crossing with what appears like clockwork regularity. I'm not sure what if anything it means. We'll know "in the fullness of time"

Thanks again
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