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

To: Terry Berg who wrote (3699)	12/22/1997 9:17:00 AM
From: Robert Utne	Read Replies (1) \| Respond to of 6570

Terry, We have a fundamental disagreement on this issue. Note the key paragraph in the NYT article: "Cable companies have completed installation of digital lines that could potentially serve 3.25 million current cable subscribers nationwide, said Cynthia Brumfield, a senior cable television analyst for Paul Kagan Associates. But so far, only about 40,000 of those customers have taken the digital television leap, she said." That's about a 1% demand for digital cable modems. Similar low demand figures exist for WebTV-like offerings. Should Zenith spend its meager resources to compete in a very competitive, capital intensive markets or should it totally focus on HDTV and SDTV hardware/software/chips and screens? I believe Zenith's best partners will be: 1. the DBS companies who can deliver HDTV across the US and other parts of the world at relatively low cost to upgrade their delivery systems. 2. Telcos such as the Americast cast who will be able to offer alternative digital TV models to what the cable companies propose. Telcos are much closer to the consumer that the cable companies and have much deeper pockets. 3. HDTV content companies like Time Warner, News Corp, CBS, Discovery Group and PBS. 4. retail outlets like Circuit City and Sears 5. and of course its supplier of chips and other technology, LGE.