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Technology Stocks : Acrodyne (ACRO) is one of two pure plays in the TV -- Ignore unavailable to you. Want to Upgrade?


To: Scott Ankney who wrote (1007)4/3/1998 5:09:00 PM
From: paul boudreau  Read Replies (1) | Respond to of 1319
 
The fact that we got orders out of Asia in the first quarter is encouraging, considering the currency crisis. Also, getting your foot in the door with analog transmitters now should lead to digital orders in the future. I know that's a ways off but ACRO has made the upgrade very easy so that they will get the majority of upgrades. Now if they can convince the domestic players who aren't ready to go digital yet that this is the best interim solution we should see the analog market pick up here also. Last year no one was buying anything. I think the worst is behind us. If things break right we could be in for a BIG ride. That will take some digital orders. Unfortunetly, most of the stations that will need ACT solutions may not be in the first wave of companies to convert. Stations that televise sporting events such as WSBK38 in Boston (Bruins and Celtics) may be near the head of the line. Once the T.V.'s hit the market this Christmas there will be a lot of publicity and I suspect enthusiasm generated which should push the conversion faster than most people expect. With the economy the way it is I think the T.V.'s will sell even at the high prices of a new technology. Any way, congratulations to those who've been in for the long haul. I think we are finally at the starting line.