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

To: Terry Berg who wrote (4047)	1/17/1998 9:51:00 AM
From: Robert Utne	Read Replies (1) \| Respond to of 6570

Terry, Thanks for the post. Ideal opening for Jeff to head off to St. Paul and meet with Stanley to nail down an USSB/Zenith partnership. This is like a huge, 3-D chess match with hundreds of billions at stake. Sure hope that Jeff and Bob have the right strategies to play against some very experienced players. If so, we're talking big, big numbers for ZE......

To: Terry Berg who wrote (4047)	1/17/1998 2:30:00 PM
From: flickerful	Read Replies (1) \| Respond to of 6570

terry. thanks for the link... no question, this is the tip of an iceberg;) randy

To: Terry Berg who wrote (4047)	1/18/1998 12:04:00 PM
From: Robert Utne	Respond to of 6570

The Thomson/DirecTv press release (Reply #4047) was the biggest shocker at the CES. While every other CE manufacturer (other than Zenith) was smugly predicting a slow HDTV roll out, Thomson pushed the envelop to begin a nationwide HDTV sales campaign begining in the fourth quarter. Zenith can't allow Thomson (RCA, Proscan) to grab the lead. One solution which a Zenith engineer mentioned to me at the CES was for Zenith to develop an interchangeable DBS receiver in each HDTV, SDTV and STB. For example, if the customer wants the Echostar HDTV service, purchase the Echostar receiver cartridge for insertion. Same with the other DBS companies. Different receiver cartridge with each company. Bullish on the DBS companies: Only in the US, has cable grabbed most of the market. Everywhere else, it's DBS. With every local broadcaster receiving a digital band, there will be no need for the DBS companies to broadcast local programming. Customers will simply purchase an antenna and either a VSB converter for about $250 or a SDTV or HDTV set to receive up to 30 channels of terrestial-based programming (delivered free!). To receive additional programming, at the highest quality available, they just need to add a dish and DBS provider. Bye, bye cable company.... Cable companies, however, have the advantage on the covergence play, provided they implement very costly HFC and are able to finance costly cable modems delivering up to 40 Mbps (Zenith) to all their subscribers. The major telcos (including most of the Americast members) haven't finalized their home-entertainment strategies. The BellSouth New Orleans trial, using MMDS (via Zenith's STB's) could point the way.... Interesting comments from DBS users:http://www.dbsdish.com/survey.html