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Technology Stocks : ZENITH ELECTRONICS

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To: who wrote ()5/3/1996 3:47:00 PM
From: Chris Alexander   of 578
 
Hey folks, I got some information from Mr. McNitt who is doing investment relations for ZE. What I found out is that there are two separate products Zenith is putting out. One is for the solution to one-way cable capability. The product for this solution is with US Robotics. The second product is with Cisco and Microsoft and it involves symetrical communications with two-way capability. Here, Zenith is concerned with the part from the headend to the modem in the home. This is identical to what AMTX is focused on with ADSL copper wire solution although with Zenith I believe it has to do with cable as opposed to copper wire so it is a similar but different approach. I hope I got that right. I will attempt to clarify in the future. Does anyone know about this? The headend to the modem is the last two miles. Cisco is taking care of the main backbone transmission headend to headend. Zenith is one puzzle piece in the transmission solution. Microsoft's role has to do with Windows NT and I have no idea what else. The important point is that there are TWO products going on here!!!!!!!
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