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Technology Stocks : Zenith - One and Only

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To: ayn rand who wrote (4535)3/2/1998 10:32:00 PM
From: Robert Utne  Read Replies (1) of 6570
 
Interesting deal between Bell Atlantic and SBC with DirecTV:

biz.yahoo.com

Bell Atlantic has shifted its "living room" strategy from MMDS (1986) to ADSL (1997) to DBS (1998) to deliver entertainment programming to its customers. The only constant has been the need to employ STBs at the customers' end.

No mention of which company either Bell Atlantic and SBC will use to manufacture the STBs. Zenith, however, has the most flexible STB system on the market. Zenith's STB's, uniquely, can be easily modified to accept terrestrial, cable, DBS, MMDS or LMDS digital signals.

My read is that Zenith, within a year, will earn more from STB sales than it will from CE sales. Time will tell....
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