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Technology Stocks : ZOOM : is the Best / Most Underpriced Stock on Nasdaq -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (2280)	10/12/1998 6:35:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 2493

Mmmm... David HAYZ going bankrupt (though clearly not a good thing for their shareholders) was certainly in the cards. I put up those financial comparisons sometime ago. The essence of it is that they were NEGATIVE 20 MILLION dollars in operational cash flow. That does not cut it. (By way of contrast ZOOM was POSITIVE 5 MILLION dollars in operational cash flow.) The interesting thing now is who gets the 5-6% of HAYZ' market share at retail. My guess is that ZOOM gets about 1.5-2 points off of this for an overall position of around 15% by the end of the year (a bit optimistic). Considering that ZOOM was around 10.5% at the start of the year, this is not bad (but not that great honestly) with Motorola and Hayz giving up (about 15% was thereby available). Got confirmation that Video camera sales are now officially in the 'exploding' sales category - had a feeling a few months ago that with the gain in 56k bandwidth, sales would be taking off <gg>. Now to get a feel for the sales numbers (likely still quite small unfortunately). The reason I am a bit optimistic here is that ZOOM may have timed this properly (they introduced video cameras a year ago I think) and are in a decent mid-tier position with a good bang-for-the-buck product. O yeah and there are no silly standards wars! Shane.