General Instrument Corp.'98 (GIC) Message Board

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Technology Stocks : General Instrument Corp.'98 (GIC)

GIC 31.26

+0.6%

3:59 PM EST

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To: John F. Dowd, Jr. who wrote (183)	3/25/1998 9:12:00 PM
From: John F. Dowd	Read Replies (1) of 615

Well actually I am the one responsible for its latest 2 point move as I sold some June 17.5 Calls the day b4 it started to awake from its long sleep. I went long some call at 20 which were of course cheaper but did cut into the cash gained from the 17.5 calls. At this juncture the stock is stuck between 17.5 and 20 because I have it pinned down. Actually there are a few interesting companies out there. SRSL has proprietary tech. for computer,stereo,car systems and they could do all right as DVD will take off. I watched a DVD equipped HP computer playing a movie at Office Max today and most was impressed with the quality. SRSL is a play on the sound end of this digital convergence. I also own DSLGF- they make the special effects software for all the big movies. Another one that is interesting is YURI if you believe that ATM will be the surviving comm. protocol. RATL,EFII,EGRP,OCOM,and PFE. The last one is my one non electronic/software holding and it has been on the rise with the Viagra announcement. Actually I got into a lot of these cats and dogs as they seemed to be volatile and had great call premiums to sell calls against. Of course that volatility can work both ways. OCOM could be a sleeper it makes video conferencing gear that really works they say. Does very well over twisted pairs. Another great XSDL stock is ORCKT it is a pure play on the last mile XSDL over twisted pair wire. They even make a little money. Dad

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