Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Tektronix -- Ignore unavailable to you. Want to Upgrade?

To: ariel bentolila who wrote (133)	7/31/1998 11:04:00 AM
From: j.m. walsh	Read Replies (1) \| Respond to of 193

Tek's GrassValley products have traditionally dominated the broadcast switcher market. The competitive advantage has been branding. TEK's Profile video disk recorder has sold more than all of the competitors combined, and has become the standard. TEK's Lightworks editor dominates film post production in Hollywood, although AVID leads in editors across all markets. Broadcasting has not been big for either. Their competeting News systems share that market with several others. Philips broadcast products, while technically competitive, are not a big part of their overall business. Leitch has made good growth and margins in the distribution "pieces" - or Glue as they call it - boxes to interface and tie all the big pieces together. Recent acquisitions of a chip company and a disk drive company will add to top line, but it may take awhile to get profitable/efficient/integrated. Sony has dominated parts of broadcasting for years, but has lost their share and lead in new VTR's and the new HD products. Panasonic has won most of that share, and is ahead in deliverable recording technology for DTV/HDTV. Not a big market now, but will be. What's "PHG"? JMW8888@aol.com