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Technology Stocks : General Instrument Corp.'98 (GIC)
GIC 29.21-1.9%Dec 31 3:59 PM EST
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To: louis mason who wrote (566)5/5/1999 3:43:00 PM
From: Black-Scholes  Read Replies (3) of 615
 
My friend, I think you're in TOTAL denial about the threat of "Open Cable" solutions to GIC. There's NO WAY AT&T is going to let GIC have a proprietary box! That's over. GIC's pricing power is going to dramatically eroded.
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