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

To: Scott Lerner who wrote (4035)	1/16/1998 6:07:00 PM
From: flickerful	Respond to of 6570

scott. the "other side"........... to clarify, my point simply referred to a balancing of riches between consumers, broadcasters, and now: monopolistic suitors. an enviable position. the trading was very strong at today's close and promises to reveal more soon.... randy

To: Scott Lerner who wrote (4035)	1/16/1998 6:20:00 PM
From: Ronald D. Stange	Read Replies (2) \| Respond to of 6570

Scott/All < We probably will get some nice action next week.> Nice rising momentum today heading into next week. Having seen a chart like this in long time... iqc.com ...bought at 7; need 11 to recoup lost in '97. Ron

To: Scott Lerner who wrote (4035)	1/16/1998 7:36:00 PM
From: Robert Utne	Respond to of 6570

Scott, It's really not a "side" but an "epicenter". Every broadcaster, and, CE, PC and STB manufacturer must pass through Glenview to license the VSB demodulators if they want to take advantage of the wide-pipe (19.1 Mbps) and robust (70 miles in every direction, come rain, sleet or shine) VSB transmissions. My concern is that "Mitel" sidetracks Zenith with all its talk of convergence versus Zenith focusing on manufacturing sufficient and affordable HDTV sets and converters to meet the coming humongous demand. The focus should be on developing the infrastructure to send out scores of Zenith "teams" to every metropolitan area implementing HDTV in 1998. For example, one Dallas TV broadcaster is broadcasting, in HDTV, a hockey game on March 31, 1998. Zenith should be there in early March to work with its key dealers to sell thousands of its $5,995 Zenith/Inteq receiver/decoder units, now, and later, its 64" rear-projection HDTV units. Multiply this by scores of broadcasters introducing HDTV, this year, and we're talking big, big numbers right to the bottom line. Convergence is a long-term play. HDTV is here in 1998. The point is, it's better to focus today on immediate sales of HDTV hardware than putting most of the eggs in the convergence basket. Agree, however, that the Intel and MSFT licensing of VSB could be humongous, down the road. Some day, the Internet will be hundreds of thousands of channels delivered as easily and with as high quality as SDTV, all by VSB transmissions. Intel, first, needs to develop an affordable and widely available "400" chip. The bottom line is that we Zenith investors (including LGE and LG Semicon) are sitting in the cat-bird seat (VSB) and have at the helm two of the best leaders we could ever ask for. Looking forward to a great '98...