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


To: Scott Lerner who wrote (3959)1/12/1998 4:07:00 PM
From: Rich Dondo  Respond to of 6570
 
Ok Scott..Too bad I missed you at the show ..We could have reviewed Zenith planning over a few drinks, err gallons of breski!Rick



To: Scott Lerner who wrote (3959)1/12/1998 4:33:00 PM
From: Terry Berg  Read Replies (1) | Respond to of 6570
 
Does anyone have any info on the alleged Zenith NC debut ...........
at Vegas ? I have asked before. It is a hot product
January 9, 1998

Ellison Says NCs Sold Out
In the Holiday Sales Period

By MARK BOSLET
Dow Jones Newswires

LAS VEGAS -- Network computers made by RCA Consumer Electronics Co., which use software from Oracle Corp.'s Network Computer Inc. unit, sold out at Christmas, Oracle Chief Executive Lawrence Ellison said Friday.

RCA produced "tens of thousands" of these $199 consumer devices that allow customers to visit Web sites and send e-mail using their televisions, Mr. Ellison said at the Consumer Electronics Show here. He declined to give a more precise number of the devices sold until returns are calculated, but said sales exceeded his expectations.

"We think this is a huge step," he said, adding that the device will be the first in a number of consumer-oriented network computers to come.

Company Profile: Oracle

A second version of the RCA NC will be available in late spring and will bring new capabilities. In particular, it will support intercast broadcast standards being promoted by Intel Corp. that allow interactive data to be broadcast along with television signals. Intercast uses the vertical blanking interval in between television pictures to send data to users.

People who bought version one of the network computer typically don't own personal computers, Mr. Ellison said, adding the second version of the product will likely be more technologically sophisticated and attract many people who already own personal computers.

Mr. Ellison said that in the not-too-distance future, prices for NCs should fall to less than $100.

During his address, Mr. Ellison affirmed that Apple Computer Inc. will build a Macintosh-based network computer for the school and home market. He said the low-cost device would come with or without a hard disk, but declined to say when it would be available.

Mr. Ellison also said he expected Oracle's database sales to be "fine" in the third quarter. Growth and database sales at the software company disappointed investors in the second quarter.



To: Scott Lerner who wrote (3959)1/13/1998 6:36:00 PM
From: John Cuthbertson  Read Replies (1) | Respond to of 6570
 
Scott,
"why would ZE deliberately withhold the Intel relationship/announcement from the financial world?" Expect big stuff soon.

Have to hand it to you, your reading of the situation was spot on. And I'm glad to see that the choice is apparently a strong one, able to meet with Bob's approval!

==John