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Strategies & Market Trends : Rande Is . . . HOME

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To: Bucky Katt who wrote (6301)5/6/1999 1:36:00 PM
From: Rande Is  Read Replies (1) of 57584
 
Here is a big pick. . . everybody ready?

GIC - General Instrument

Guess who they signed a deal with to supply 15 million set-top boxes for?

T

T owns 20 percent of GIC. . .thru a purchase last month by Liberty Media. . . one day before T grants GIC an Internet Telephony development deal for the set-top boxes. . . .talk on phone / watch movie simultaneously with your loved one overseas? Could be.

And now T has agreed to use MSFT Windows CE software in some of them, but it is a NON-EXCLUSIVE contract. . .T can also use other software. . .

Look at the volume suddenly on GIC. . . I saw some huge blocks going by today.

Latest news in relation to T deal: cbs.marketwatch.com

Also, GIC has development deal to help Sony put high-definition TVs into the U.S. They also have a joint deal with Cisco for cable modems.

And GIC has . . . . well. . .let me just post the link to recent headlines: biz.yahoo.com

Having sold more A.T. and T. set-top boxes that accessed an online service than any person in the world pre-1996. . .[ .I can attest to the way lives change. This is not meant for those with PCs. . .but for those that don't want P.C.s [the majority]. . . .[NOTE: Was No. 1 Sales Rep over 80 reps, selling twice the units of the number 2 rep. . .and was one of 3 left in marketing dept from hundreds, when plug was pulled on America's FIRST online service "Viewtron." ]

It is addictive, it is comfortable, since you use it from your sofa on your own TVs. . .and it is far more fun. . .with broadband services. . it will merge TV, movies, music, information and communication with interactivity. . . like nothing most anyone can imagine. I have watched the faces light up, when a simple interface is handed to them. . . just this morning, my mom said,"remember when I first used Viewtron and was looking up recipes all by myself within 5 minutes of turning it on?"

I cannot stress enough how this single technology can change the way we live. . . .

As a trade, I expect GIC to get discovered near-term and get enormous volume. . .looking for 50 near-term [depending on how soon it gets noticed]. . .but holding long-term.

Rande Is

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NOTE:
I am an individual investor and am not paid to promote any stock. . .I took a small position in GIC on this day between 37 11/16 and 38 [higher than price at the time of this post.] This is not a recommendation to buy or sell any security. . . you should consult your broker for advice on what to buy. . . and always do your OWN due diligence.
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