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Technology Stocks : Zenith - One and Only
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To: flickerful who wrote (4518)2/27/1998 9:18:00 AM
From: Robert Utne  Read Replies (1) of 6570
 
Zenith, primarily, is in the digital display and, increasingly, in the audio and teleconferencing businesses (not including the STB and cable-modem markets). Whatever formats eventually are chosen by the cable systems, DBS companies and local broadcasters, Zenith will have display and audio products available to sell.

I like the fact that TCI is going with Gates (450p). This will assure that every DTV also includes an antenna set-up and VSB encoder/decoder chips (and more royalties for Zenith) in order for viewers to receive HDTV 1080i programming delivered by the local broadcasters. TCI customers will get lower-quality digital images and Internet access for most of their programming and will need to switch to antenna feeds for HDTV programming.

This will push the 1,580 local broadcasters (and DBS companies)to deliver as much HDTV content as possible in order to regain lost market share from the cable systems.

Competition works, but it's going to be very messy....
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