ZOOM : is the Best / Most Underpriced Stock on Nasdaq Message Board

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Technology Stocks : ZOOM : is the Best / Most Underpriced Stock on Nasdaq

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To: Leo Mitkievicz who wrote (2259)	10/4/1998 1:21:00 AM
From: shane forbes	Read Replies (2) of 2493

Leo: Thank you - always good to see that - those guys are effusive in their praise aren't they? - a good thing. The million $ question is how to translate these (many many - 12 or 13 now - FAR ahead of anyone else) wins into profits. I wish I knew! On miscellaneous Zoom related mayhem: (1) CRUS is pulling out of the chipset business. I don't know what %ge of chips are Cirrus' but heck any reduction in chip supply is always welcome as these kinds of situations lead to higher or at least stable modem prices. (2) Video cams are indeed taking off - have you or anyone seen any recent reviews? I think with 56k bandwidth becoming commonplace this is sufficient bandwidth to make video cams popular. So this may be a new revenue stream. Since ZOOM was early hopefully there are some profits to be made in this segment before everyone and their mother starts getting into it. (3) ZOOM has 2 products that are related to video that are making it - one is the capture card and the other is the video camera itself. They sell one of the most inexpensive models - now only if these amount to something more than peanuts in the next few quarters I'll be happy (I am hoping for 3-5 million in sales next year from the video camera - hopefully I am very low - assuming 60-80,000 units will sell. The nice thing about it is that no OEMs are including a video camera as std. fare in their PCs and that means it is a good product to be selling. Just pulled the 60-80,000 out of the hat. Modems for ZOOM are likely around 800,000 to 1,000,000 units a year. So though 60,000 video cams right now look high relative to this number maybe starting in 1999 or say conservatively by mid-1999, the 60,000 per year will look reasonable or hopeful.) (4) Hopefully they have won some OEM business back now that they are using the LU chip. (5) I say they announce cable/DSL modems late this year or early next. Shane.

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