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

To: Scott Lerner who wrote (3787)	12/30/1997 1:43:00 PM
From: Robert Utne	Read Replies (2) \| Respond to of 6570

$1 book value is highly misleading. In addition to those you mentioned, this doesn't include Zenith's extensive distribution network in the Western Hemisphere, it's engineering talent and the other contracts on the books. The $1 only represents the hard assets minus liabilities...a meaningless figure for a company positioned smack in the middle of the highest-growing tech and CE sectors for the next decade, at least.

To: Scott Lerner who wrote (3787)	12/30/1997 7:22:00 PM
From: Terry Berg	Respond to of 6570

Saw 2 buys on CNBC ticker during last 1/2 of trading of 50,000.... & ZE closed up for the day / we appear to be out of tax sellers & Standard & Poors re-actionists. Rich , anyone who can predict what the market is telling us this time of year would be a true genius. My favorite stock along with ZE is a neat little telecom muti-media cable distributor , name is Anicom ( ANIC ) .It is a neighbor of ZE. a great company with great management. They started Anixeter international & sold it to Sam Zell for 600,000.000. They had so much fun & money they are doing it again & are up against thier old company that bears their name. The stock has a 1 First call ranking. My point to all this is , the stock has floundered these past weeks due to money manager window dressing late in the year & dropped 5/8 today when things were going banannas. My wifes favorite is Lycos with a PE of forty gazillion & it went up over 2 bucks. Go figure , I cant. The next few weeks will be very telling if the people at ZE have been worth our patience or not. I am also wary of what seems to be the loss of momentum in the great potential of the blockbuster digital era. See ya.