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

To: Robert Utne who wrote (4144)	1/22/1998 11:47:00 AM
From: CMon	Read Replies (1) \| Respond to of 6570

I saw that. What do you think? It seems awfully tough to have an idea about the later years, but looking at 1mm units in 99 for the total market and a 25% share for ZE gets us $625mm in sales for ZE and 187mm of EBIT if they were to manage an optimistic 30% EBIT margin. So accepting LG's #'s, taking their 25% share estimate, and assuming an incredible EBIT margin doesn't get me near a $25 share price by 99. As for the later years and how fast HDTV sales grow, it's tough to say. But when the real volume comes, it will be becasue prices have come down. At that time, whatever the producers are making, I'm retty sure it won't be a 30% EBIT margin.