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Technology Stocks : ZENITH ELECTRONICS

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To: Chris Alexander who wrote (4)4/30/1996 10:05:00 PM
From: Mike Iannamico   of 578
 
Chris:

I don't believe you checked deep enough into their product offering or you would know more about the "various" cable modem solutions they offer besides the one you are describing. Over some cables they offer full symetrical data rates at over 4-10 mb per second and even with their modem solution, they beat the rate of the "one way street" solution known as AMTX. Talk about hype, this company offers an already outdated technology (since AT&T announced globespan which is a symetrical solution "sdsl" that allows transfers in both directions), they have no revenue, and they will not be shipping products till 97. The race between the telco's and the cable co's is on and the Zenith modems work today and will be selling way beyond their capacity to supply for a long while.
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