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

To: John F. Dowd who wrote (367)	7/28/1998 12:38:00 PM
From: John F Beule	Read Replies (1) \| Respond to of 615

Infrastructure is the correct long-term play, which GIC is positioned to benefit. The reason it's not valued like a YHOO or ATHM is because you can get a handle on the #'s for infrastructure build-outs, you can't for content, which is the YHOO's et al. Content #'s are speculative at best, which is why you see pie-in-the-sky valuations. What Greenburg is saying has merit, because the street is not valuing NextLevel in with GIC because it needs to understand it as more than a financial footnote. I hope too, that the conference call will bring this situation to light.