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Technology Stocks : ZENITH ELECTRONICS

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To: jack parlevliet who wrote (36)	5/3/1996 1:20:00 PM
From: chester lee	of 578

In regards to "T.V. Print Pictures", <<"T.V. picture print" feature as part of this whole package deal with msft and ze. it is being touted in xvn in canadian stocks thread.>> XVN looks promising and has (from my understanding) signed deals with Gateway 2000 to manufacture 35" (??..anyhow very big TV's) that are also internet ready. These TV's will be large enough for 4 to 6 people to sit 3 to 4 feet away and be able to read text from the internet. It will be equipt with wireless keyboards and accessories. This is not just talk of big interactive TV's to come, Gateway 2000 is already taking orders and has expected delivery dates in 96. I don't know when. I'll post more as I find it again. I think, IMHO, that the cable modem is a consumer product (as oppose to a high tech product or a area niche specialty) which is why the volumne and volatility is so great (for now). As more and more people realize this, the stock will move up in concert with the anticipated demand of its products. Look at intel when computers were slow(er) and priced really for businesses and techies. INTC price was realitively low with a low PE (5 to 8 for years). As computers became cheaper and multimedia took off, more and more consumers bought them. Intel PE (for a while was quite high). Look at Iomega.IOMG (damn I should have held). IOMG has exploded because their products are no longer just for the computer geek who need more hard disk to prove his manhood and justify his/her selfworth. IOMG sales in 95 were 170 million and estimated 96 rev are 1.2 billion (220 million is first quarter alone). Are you getting the picture. As ZE becomes more known about its products and who will buy them, their stock price and market value as a whole will rise. It no longer valued as a almost obsolete...last remaining TV manufacturer. IMHO... chester

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