They do wireless and cellular. They make semiconductors and they own the set-top box manufacturer, General Instrument. Broadband is going to be coming into your home via either a cable box or a wireless box. I just think they have it covered her and the fact is they reported their earnings and a little margin squeeze at the time when technology stocks were crashing. |
This has nothing to do with the Fed. This is all end-of-quarter window dressing. |
Those are the segments that have the most powerful organic growth going forward for the next two to three years, minimum, ... You have to steer clear of the very highly-speculative small-cap technology names, those stocks that have been around for a long time and have reinvented themselves over the last year as Internet companies. |
You'd think it'd be a great idea for a (public) company, ... After all, the big areas of the Internet are basically stock trading, e-shopping and pornography. But you can't really invest in it. And you know, maybe that's the way it should be, quite frankly. |