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Strategies & Market Trends : The picks
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To: Jack Sman who wrote (1235)1/8/1997 10:43:00 PM
From: Jason Ghionis   of 6124
 
Jack,

All is great with DVD but it's not recordable. Who wants the digital equivalent of a VCR when the "R" is missing? I don't think the DVD standard will become widely adopted until a recordable version is introduced. It's kinda like the re-writable CD ROM becoming the storage standard for PCs. Then again, ZE had a hell of a run last year on the cable modem hype...The bottom line is: Don't get too bullish on ZE just based on the DVD story. ZE has a lot of debt..

Jason
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