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Technology Stocks : ZENITH ELECTRONICS

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To: Alex Jung who wrote (12)5/1/1996 7:39:00 PM
From: Jeff Tribble   of 578
 
The #1 rule in investing is follow the money. Who will win the eventual battle between cable modems, *DSL, ISDN or whatever? Who really cares on May 1, 1996? All I know is that $120mil decided to push up Zenith's stock today 27% to a new 52 week high and another $60 mil decided to push up Amati 27% to a new 52 week high. I'm just an innocent bystander who happens to own both of them (YIIIIIIIPPPPEEEE). It seems to me that there is enough to go around for all camps at this point in the game but I must say I like Zenith's working capital position, R&D spending and production capabilites alot better than AMTX. It just doesn't get any better than this folks.

Good Luck
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