Oak Technology (OAKT) Message Board

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Technology Stocks : Oak Technology (OAKT)

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To: slob who wrote (3885)	1/27/1998 11:14:00 AM
From: Baoho Chang	of 4335

Hello, Slob. I do not have a good idea about the size of the DVD market but my speculation is it has to be bigger than the CD ROM market because a lot of existing CD ROM drives will be upgraded to DVD Drives. Oak just came up with a new VCD product which they claimed is very competitive because it incorporates karaoke functions that are fairly expensive if implemented seperately. So no matter China stays with VCD or switch to DVD, I think that Oak will have a role. Despite the current overwhelming pessimism toward Oak, I still believe that Oak has a good chance to continue to dominate the DVD controller market. Let's see Oak can come up with some DVD design wins in the next month or so. However, I could be wrong. I was very excited abou WARP but it turned out to be a total failure. Regards, Baoho

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