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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: D. K. G. who wrote (12927)	9/29/1999 7:53:00 PM
From: Rande Is	Respond to of 57584

Denis . . .thanks for the article. . .I agree with most of it. . . But GIC has come a long way from the cable converter boxes they made. . .and A.T. & T. must think so. . .because they keep ordering more internet appliances from GIC. . .and GIC is putting telephony capability in as well. . . but MOT is buying GIC. I like the question about who will buy Scientific Atlanta. . .they do make a good position on buyout. . .but I did better selling GIC at 54 than holding down to 47 where it hovers since the MOT news. And yes, every major electronics maker will be making internet appliances. . .so the slices will certainly get thinner. . . but the pie is enormously bigger, too. . . so that thin slice later, may yield higher revs than the older tech thick slice. Again, I believe these internet appliances will be in your aunt and uncles. . .as well as both your next door neighbors. . . and it will no longer be thought of as something you do with your PC. . . And on that day, I will do a dance. . .and retire my PCs to word processors and graphics only. Rande Is