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Technology Stocks : General Instrument Corp.'98 (GIC) -- Ignore unavailable to you. Want to Upgrade?


To: kech who wrote (113)3/11/1998 7:30:00 PM
From: Larry Brew  Read Replies (1) | Respond to of 615
 
Tom, << down tick volume >>

Something stinks! I'm beginning to wonder if they can't deliver?
The market demand is exploding. And the idea of shipping money with
each box isn't out of the question either. As someone, maybe you,
posted earlier. Show the street the earnings 1st. When is the next
qrt presented?

Larry



To: kech who wrote (113)3/12/1998 10:25:00 AM
From: BigBull  Read Replies (1) | Respond to of 615
 
Tom

Maybe "the street" is correct in their assumptions. However, there is relentless and ongoing price pressure being exerted on most parts manufacturers these days and anybody showing up with a 5 million part order (potentially 10 or 12 million more) should at least get a modicum of price consideration. I just wish we had the complete specs so that we could see if the set top is "Malones Folly" or not. Anyway, alot of great stuff can be packed in a little box these days. Hell, Im old enough to remember the original IBM PC - 8 mhz cpu + 16k ram + no drives = $3,000.00.

Good Trading

Kevin