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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?

To: Bob Zacks who wrote (1105)	1/11/1998 9:46:00 AM
From: Larry Brew	Respond to of 29970

Bob, TCI and set tops. thanks to someone for NLV tip. Researching set-top suppliers I also found NLV (next level) to supply 15 million over the next 3 - 5 years. They were spun off of General Instruments, but will go back to GI early Febuary. I suported GI's set top program in 95 - 96. TI built a chip for them. GI designed and layed out the architecture for the chip and we processed it in our fab. It had termendeous yield problems with the GI engineer going crazy trying to fix it. It was all about the layout. 3rd party designers don't understand the full dynamics of component matching. After he finally quit, we got the critical resistor and capacitor matching in order, and fixed the linearity problem they struggled with for so long. I was pretty ticked over that one. It wasted a lot of my time and was just a political issue that I knew I had the answer to. Never thought much of GI after that, but looks like they'll be a player now. I have a small buy order in place for ATHM and NLV for market opening on Monday. I set buy limits at Friday's close. I really need AAPL to jump about 2 more points to unload the stock and move that money to ATHM. Really expect a Monday rally. Probably a short lived one. Enough to dump AAPL I hope. Digital transmission due at end of 98, so these babies should start moving soon. Larry -- Also, NLV now in bed with Sony.