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Technology Stocks : ZENITH ELECTRONICS

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To: joseph cheng who wrote (54)	5/4/1996 12:13:00 AM
From: Franco Battista	of 578

IMHO Zenith can be the next Iomega. I have and am trading Iomega for several months now, buying and selling several times a week. I have also traded IMPX during its rise as well as Ampex. In the case of IMPX and Ampex I do not believe they have the products to justify a rise to a 60$ stock or beyond as Iomega has. Iomega will continue to rise well past 100$. They have no competition and they have amazing products. They will replace the floppy disc. They also plan on replacing the hard drive and the cd rom drive with Iomega drives. Then they plan to make a ton of money selling discs for all the Iomega drives. This is a story which will continue to unfold over the next two to three years and the price will continue to be driven up every time there is positive news such as OEMs adopting the zip drive, or Iomega licensing the rights for discs to Sony or 3M, etc. etc. Iomega will stay in the news and the stock price will continue to rise. IMPX and Ampex do not have this kind of story. Their upside is limited and will be reached soon. Zenith on the other hand can have a 2 to 3 year plan like Iomega. These modem boxes will generate growth for the coming year and as investors realize the size and scope of these contracts the stock price will continue to rise. If you read the other posts you will realize that ZE also has other hot products ready to go now. What I am very bullish about is that I know that ZE has the leading solution for HDTV transmission in America. I saw it at a NAB conference and I was with some technicians who were blown away with what ZE showed us. This will be a huge market, the next electronic revolution. The ZE story will not end next week or in a few months, it will continue to unfold for several years. I hope this is of help and you realize that it is my humble opinion. Good luck.

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