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Technology Stocks : ZENITH ELECTRONICS

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To: Sabrejet who wrote (490)5/15/1996 11:51:00 PM
From: pjd22   of 578
 
Hi Rich,

That was quick.

I have pretty good information that says the contract with Cadence is done. ADH was up $1.50 today to $7.25 on 165K traded. I think that because it is on Vancouver it doesn't get alot of attention. I've been in since $4.35 and it hasn't faltered a bit. Sources say that they have contracts in place for big $$$$$. This bodes well with the fact that they have non-disclosure agreements with 20 OEMs and have 4 worldwide distributors signed up already( see adi.net).

I like their story particularly because it addresses video compression/decompression which is a completelty separate yet relevant issue with respect to the internet. Companies like ZE, AMTX, WSTL etc. are addressing the communication aspect but what good is speed of transfer when you can't manage the data well. Transmission of large video files and the quality of the video when received will be a key issue and ADH is positioned well to take advantage of this opportunity.

I think that there is alot left in this play.

Have you checked out their website? Any comments?

Peter

P.S. Maybe we ( and anyone else that cares to jump in) can take this to my thread on ADH under semis as this is a ZE thread. Thanks again for your response.
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