Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yogi - Paul who wrote (376)	7/28/1998 7:52:00 PM
From: matt gray	Read Replies (1) \| Respond to of 615

It is a trend and will continue for at least 2 years. The RBOCs are spending more time buying each other and entering the long distance market than they are tending to business. The CATV companies are exploiting this delay by building networks to enter into residential internet and residential telphony. They currently have a very small [nearly 0% I'm guessing] percentage of a huge telephone market and along with Internet at $40 per month we have huge motivation for the two way upgrades. Its been my direct experience that the two way upgrades are underway and are early in their development. They will be buying equipment for sometime. Additionally the RBOCs will finally need to join the game to protect their marketshare. Subsequently it will be an arms race [HFC vs ADSL vs VSDL vs FFTC vs FFTH vs ???] with all of them spending money to beat each other. GIC is in an excellent position. It reminds me of the Krupps Arms works previous to WWII. Sell cannon to both sides of the conflict....NLV [xDSL] vs GIC [HFC]. If memory serves me, Krupp made the dynasty last for 600 years. Plan on riding this wave for a long time.