General Instrument Corp.'98 (GIC) Message Board

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

GIC 30.87

-0.2%

3:59 PM EST

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To: kech who wrote (197)	3/29/1998 4:22:00 PM
From: Roger G. Frank	Read Replies (1) of 615

Thanks for the talk on GI. While combinations are always possible, consider the overwhelming reality of the basic business GI does. Consider the roll out of the At Home network. The "TV" thing and their "normal" business. They have maintained reasonable growth without their major custormer TCOMA. Now, they have TCOMA's internet access business - where is the cable business? Look to SFA and CCBL tp get a better view of the industry. A SNE take out would be a tuesday treat but Q2, Q3, Q4 tells the whole truth. Roger link@interaccess.com

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