Zenith - One and Only Message Board

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 : Zenith - One and Only

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Terry Berg who wrote (4248)	1/28/1998 6:33:00 PM
From: Scott Lerner	Read Replies (3) of 6570

Sounds like ZE is right in the thick of things. Think for a second, INTC and MSFT want to develop interactive DTV content. They specifically mention the high-bandwidth of HDTV coming soon and being exactly what they need. If this "interactive content" is broadcast, ZE will get a VSB royalty. It is clear: INTC and MSFT need ZE to bring a speedy implementation of the PCI card demodulator to the market. This product will generate a lot more excitement than the HDTV's which have received lukewarm reception due to the initial cost. I believe that ZE and INTC are working on a cable modem version of the card that will handle all formats as well. VSB cards will be affordable and available to the common man immediately upon release. This is a bonanza. It also provides a high degree of brand name support for ZE when the prices drop on the TV's. People will be comfortable buying ZE sets. These alliances are crucial to ZE's brand recognition in the future DTV age. The quickest implementation of DTV transmission could be the VSB standard. It probably behooves INTC and MSFT to get the ball rolling with their PC DTV tuner card idea. We saw it at CES and we read it in the quote from the MSNBC conference last week. MITEL is pushing for convergence and we need to be part of it. I don't think this will cannibalize HDTV sales due to the small size of PC monitors. Maybe in the future, there will be affordable high-resolution plasma displays hooked to your PC that will do a better job doubling as a TV display. For now, I do not expect any cannibalization. In fact, I would expect people to want to get a really big HDTV after seeing how good it looks on their computer! Just some thoughts, Scott

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next