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Technology Stocks : PC Sector Round Table
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To: Mark Oliver who wrote (1408)1/27/1999 3:10:00 PM
From: Yogi - Paul  Read Replies (2) of 2025
 
Mark,
I'd be interested in your opinions of Broadcom and GMH (Hughes).
Delighted to read of your position in T as I too have pumped some big league bucks into the old lady over the last few months.
GMH seems to be wedging their foot into the consumer door with the Primestar purchase in hopes of getting 21st century internet access business by default. Don't have a position there.
An interesting technological war might break out in this DSL/Cable business. Of course, Cisco wins either way as does EMC.

Some GMH material -- hcisat.com

Thanks for your interest in these areas,

Yogi
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