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Technology Stocks : General Instrument Corp.'98 (GIC)
GIC 31.42-0.7%Jan 16 3:59 PM EST

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To: John F. Dowd who wrote (141)3/15/1998 3:07:00 PM
From: BigBull  Read Replies (1) of 615
 
John, More Telco R.I.P. on this link

freedomforum.org

The cable companies are being handed a golden opportunity here. It is my earnest and ongoing desire that they eat the telcos alive and that we GIC investor become as rich as Croesus. I believe you're right about the Apple box, No cable, no way. My only point about competition is that ultimately GIC will face a big test once the large computer manufacturers see a digital convergence device whose configuration is winning market share. I suspect IBM, CPQ, DELL, etc., etc. have people working in the area right now. IMHO a whole lot of people want a piece of this set top, $500 digital convergence gizmo (or whatever you want to call it) action. For now GIC is "the firstust with mostust". The Sony alliance then becomes key for GIC.
I want to say more about the Sony deal but later for that.

BTW do you have telco shorts picked out?

Haved enjoyed your posts to the max.

Kevin
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