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

To: matt gray who wrote (356)	7/23/1998 9:52:00 AM
From: John F Beule	Read Replies (1) \| Respond to of 615

Analysis: BRCM top-line growth greatly benefitting from set-top box IC's; T reports good bottom-line 3's, but poor top-line results, same with Bell Atlantic. What does this mean to GIC? The wheels are in motion....the infrastucture build-out is happening. T and Bell Atlantic #'s show they are in dire need of new revenue streams, GIC is benefitting big time from this need (looking at BRCM's #'s), showing that orders are in the pipeline. My prediction is GIC beats estimates, but the kicker will be the guidance given for the rest of the year. No Asia problems here, this is what investors will be looking forward to when putting their money to work. Management is making all the right moves, and is in the right places. Good luck to all!