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Technology Stocks : General Instrument Corp.'98 (GIC)
GIC 30.95-1.5%3:59 PM EST
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To: John F. Dowd who wrote (141)3/15/1998 12:35:00 PM
From: kech  Read Replies (1) of 615
 
John- How do you interpret Metcalfe's complaint? One slightly
negative (for GIC) interpretation, would be that until the Telcos come
out firing with ADSL, the cable companies won't be forced to act aggresively. The somewhat more positive spin would be that though cable is slow, they will eventually be first to market since the Telco's aren't budging so far. On the other hand, if Metcalfe is right, that by the end of the year the Telco Monopolies will fall, I see that as good news to get a fire under Cable Companies.
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