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Technology Stocks : ZENITH ELECTRONICS

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To: Mr. Aloha who wrote (533)5/28/1996 7:11:00 PM
From:    of 578
 
Bryan, I thought the dataquest number was 13,000 total units shipped this year. Supposed to go to 900,000 by year 2000. I hope you're right though. MOT is the biggest player here, followed by ZE and a smaller LanCity. Once the cable modem market is established, there should be ample room for many many players. MOT should move the cable modems along nicely.

Has anyone heard any major news of the cable industry restructuring so that it can RECEIVE information (for 1-way modems)?? My cable company (in Brookline, MA) has no clue as to when they will be offering cable modems.

Lastly, what was it that sparked this extremely SUDDEN move upward?? I know ze made an announcement about shipping their first line of int.tv's in july and that they were mentioned in reuters about going wireless. Is there anything else?? I know we are all excited to see this one fly again but there are alot of people sitt'n on losses READY to take profits this time around. So i think that the next rally will be a choppy one.

GO ZZZZZZZZZZZZZZZZZZZenith!!!!!

J
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