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


To: CMon who wrote (4073)1/18/1998 2:55:00 PM
From: flickerful  Respond to of 6570
 
pure speculation, cmon:
as an idti investor, i came upon
this blurb. it just is one more little
chip rub, and for me it has everything
to do with the DRAM market, and not
with our sugar daddy.

it just made me realize LG may find the
spendthrift child a relief...

tout est relatif...



To: CMon who wrote (4073)1/18/1998 5:31:00 PM
From: Scott Lerner  Read Replies (1) | Respond to of 6570
 
CMon, you are still negative on ZE? I would think that with the new CEO (no chance of bankruptcy with this guy), the yet unnannounced to Wall Street Intel partnership (possible cash infusion from INTC to complete their plans), the possible full scale Microsoft licensing of VSB (read the post that discusses Windows 98 use of DTV technology from INTC!), the various STB deals all kicking in this year, and maybe better than expected sales this quarter, you would be a little less negative on ZE. Are you a short? If so, buy in quick before you get SQUEEZED. Give it up and move on to sicker dogs than ZE.

I am starting to think that ZE may be one of the top performing NYSE stocks in 98. Certainly I will most likely have called it correct with my January effect challenge. Remember, I have ZE at 5 3/8 on the 31st of December. If the above statements turn out to be correct, ZE will probably see north of 20. On the other hand, maybe ZE is a good short as they are going out of business. Not!

Please let us know why you dislike ZE so much. Especially in light of the recent news.

Scott