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Technology Stocks : Tektronix

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To: GURUMAN who wrote (32)4/14/1997 8:40:00 PM
From: Jay King   of 193
 
GURUMAN,

Acrodyne, like Harris, is big on the communications end
(transmitters), so they do not compete directly with Tek.
Zenith's role is in the consumer market, and provides
digital set-top-boxes for decoding advanced televison, so they
don't compete with Tek either. Tek does not make the equipment
that actually does the broadcasting or receiving, they
make the stuff inside the TV studio and edit studios.

As far as the investment potential of these two companies
is concerned, I cannot comment because neither of them are on
my tracking list. This does not been they are good are bad,
it just means I don't follow them.

AVID is a different story altogether, because they are a
major competitor with Tek on the video production side of
things. They make video editing systems that compete
with Tek's Lightworks editing systems. I would consider
them a good investment because they are the "low-end" of video
editing systems which has a lot growth left in it well
into the next century. Tek is in the "high-end" market for
the big guys like NBC and FOX, whereas AVID is more likely to
sell a system to the local edit studio on a budget. I have
not invested in AVID myself. Their booth at NAB was huge!

Jay
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