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Technology Stocks : Zenith - One and Only -- Ignore unavailable to you. Want to Upgrade?

To: Robert Utne who wrote (3628)	12/13/1997 7:22:00 PM
From: james m dickerson	Read Replies (1) \| Respond to of 6570

Bob & Scott - What we need here is for ZE management to tell the ZE story. The general investing public just doesn't know the ZE story - new products - royalties - etc. The investment field today is a whole new paradyne from years ago - let alone 10 years. There are way too many stocks out there that are making tons of $ for their shareholders. The techs have their CEO/CFO on the talk shows explaining their product lines and revenue projections. ZE is dead asleep on this topic. They need to put the pertinent information in their press releases (ie. number projections) so that the wires will carry the story. They are acting like the stock price is of no consequence to them - hopefully it is. ZE is at or close to the 5 year low during the longest bear market in history. No matter how much potential she has - if the story does not get out then it is totally worthless. If INTEL is sitting with ZE at the upcoming show then ZE should be hyping that. With the 8,000,000 short shares out there (approx. 23%) they have the uppper hand and are trashing this stock. What do you think is going to happen when/if the shorts drive this lower - how about the margin calls. There is no down side risk to Mr. Taylor to aggresively get the story out - and starting Monday is not soon enough. And there you have it - after a day of skiing and objectively thinking this trough. Comments everyone ??

To: Robert Utne who wrote (3628)	12/14/1997 7:35:00 AM
From: Frederick Smart	Read Replies (1) \| Respond to of 6570

Bob: It will take more than Rubin micromanagement to get us all on a better track. FWIW, here is my take on the world economic/political situation. Please forgive the diversion from ZE. However, fundamentally, what I say is very relevant to all our investments right now. I composed this to share on another thread. Add/subtract, pick it apart, put your name on it and send it to your Congressman. The U.S. needs to provide leadership to the world right now. Clinton & Co. is really missing the boat. Ronald Regan where are you when we need you? ====================================================================== New World Needs New Leadership Ok, now for comments on the market, world economy and politics in general: The market is digesting some well deserved gains from the fallout in Asia which is reclassifying asset and investment values to a slower growth scenario. Inflation is dead, but these Asian economies are going to be scrambing madly to export their way out of trouble. Companies with investments in Asia will have mark down their investments there, but on the flip side exports coming from those factories will have a huge competitive edge. Call it what you want, but we've got a tiger by the tail. These inbred, fixed economies have been corrupt to the core and only a pure cleansing caused by the failure of many of these companies and banks will establish the market descipline and transparency necessary for any wholesale return of world investment dollars. Deflations are inherently bad, but they do lead to quick growth due to the immediate competitive edge that's gained. Longer term the trust of investment capital is sacrificed, but when the economies get going again, the world will get out it's wallet. Happened in Mexico, Russia, and will happen here. Our yield curve is getting flatter, meaning that money is reaching far out along the curve to find yield - an amazing rally in the face of strong economic signals. But gold doesn't lie. Too many Asians were borrowing in cheap yen and investing in higher yielding projects that weren't sound, period. Once the defaults began coming in the house of cards was exposed for what it was. We've had these bumps in the road before. I happen to be a big bull on the power of freedom and capitalism to weed out and clean out, exposing inefficiencies when and where they happen, letting the marketplace decide how to best allocate scarce resources. We need to be sending this message of hope and leadership to the world: free markets work! Where does that leave the U.S? My feeling is that our technology lead can only accelerate and widen. We are leading the last great economic revolution as the world's transitions to a wired global network of commerce that's consumer-driven by the technology residing in/on smart business network platforms that do a far better job at allocating preferences and resources that all the past armies of consultants working overtime. In todays world, the client is KING. Networks everywhere are going to learn and adapt to every single individual's preferences and tastes to the point where companies will get as close to fusing their product plans to the inner minds of consumers. Rome wasn't built in a day, but if I were President for a day, I'd use this time to show and express the collective leadership vision and strength that made this country inherently great. It's time for someone in this country to stand up and shine some light on these strengths of ours in such a way that allows us to reach out and assist - not through handouts - but by example. Clinton & Co. needs to lead or step aside. Some new political leaders need to get on the bandwagon of freedom. Let's lower taxes, power all the economic growth we can into this fallen situation in way that tells the world we really are confident and mean business. There's is absolutely ZERO risk of inflation right now - as this Asian flu will suck up any and all available supply of excess wherever it may exist. We have a window of opportunity that is going to remain open for only so much longer. Begin zapping, slashing and destroying the bloated govt. bureaucracy. It's time for Government to lower txes and cut spending by downsizing radically, period. And in the face of all this, lets privatize Social Security and begin putting this money to work more efficiently toward productive enterprises, letting the free market allocate investment dollars, not Uncle Sam. Doing nothing, showing no leadership, no confidence in the people's ability to adjust and grow in this time of uncertainty would be the worst thing that could happen. Uncle Bill, your legacy could be totally re-written in one fell swoop. Send a signal to the world that freedown is the answer. Announce radical government downsizing. Lower taxes. End needless regulation. Set an example for the world on what needs to be done. Don't just pad the handouts and hope for a better day. Power is selfish and protective. Billions of people the world over are still in slavery to corrupt politicians and masters. But we have the chance to, by example, show the world how even we can clean up our act. We are all sitting ducks if we do nothing. My advice to Bill & Co. and the Republicans in Congress: "Get on the freedom train NOW ." The world economic pond is draining and if we do nothing we'll all be flailing about like so many wet fishes with no place to swim. God Bless America. Good night! ======================================================================