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

To: Black-Scholes who wrote (567)	5/5/1999 8:00:00 PM
From: Highway Jim	Read Replies (1) \| Respond to of 615

<There's NO WAY AT&T is going to let GIC have a proprietary box! > What does this mean? Why?

To: Black-Scholes who wrote (567)	5/6/1999 2:51:00 PM
From: louis mason	Respond to of 615

I think "open-cable" would be great for this industry. At this early point of establishing cable modems at home I think that getting a lower price for the GIC box would be fine if that meant that we would sell more of them. Whats the use of charging high prices for a box nobody is using. No- i think that anything that gets the cable box rolling is fine- for both GIC & SFA. The more box makers the better is the way i see it. The more open the system the better also. i personally can't stand proprietary system hardware of any sort- Compaq & HP computers- proprietary as hell and they suck...have you checked the stock price of CPQ lately? Go open system!! lmason

To: Black-Scholes who wrote (567)	5/7/1999 11:57:00 AM
From: louis mason	Read Replies (2) \| Respond to of 615

We broke 40 again this morning- probably based on this news (just part of the article): "Friday May 7 12:46 AM ET Microsoft Invests $5 Billion In At&T By Jessica Hall NEW YORK (Reuters) - Software giant Microsoft said Thursday it would take a $5 billion stake in AT&T Corp. (NYSE:T - news) in exchange for a broader role in providing the nation's largest phone company with software that delivers voice, video and Internet services through cable television set-top boxes. The link with Microsoft, which will take a 3 percent stake in AT&T, puts in AT&T's hands the software it will need to implement its broader plan of providing voice, video data, Internet services directly to customers' over cable lines and to compete against the regional phone companies. The deal follows AT&T's plan to buy MediaOne Group Inc., the No. 3 U.S. cable television company, for about $58 billion in a move that also will make AT&T the largest cable operator with a potential audience of 25 million homes. General Instrument Corp. (NYSE:GIC - news), which makes the physical set-top box, stands to reap huge gains since it already a relationship with AT&T, analysts said." lmason