Come to think of it, you also forgot about the three awards Creative received from two different magazines in January
From PCMagazine: Speakers and AWE64 Gold
From PCWorld: Creative's 2nd Generation PCDVD-ROM Drive, which has taken top honors already "works with both PCs and TVs".
Oh yeah, and don't forget that while I was at COMDEX, Creative Technology displayed their proposed DVD-RAM Drive, which they elected not to hype at the show.
It will probably be deployed sometime this Spring or after the DVDRAM format wars have settled down - whichever comes first. Their DVD-RAM will have:
Writing speed = 1XDVD(equiv. to 9.5X CD-ROM speed)
Reading speed = 2X DVD ROM and 20X CD-ROM, with 5.2 GB or 2.6 GB media.
Steve,
A couple of points. First, congratulations on being the first one here to connect the dots and to articulate what some of us already knew. Second, I think your 30% margin on DVD is probably too high - Sim has previously indicated that DVD margins will be less than other products. Third, the price will continue to come down and thus, the $225 number you used will become $200, which will become $175, etc. Fourth, I don't think you can forecast too far down the road inasmuch as DVD-ROM is only a bridge product. In other words, once DVD-RAM begins to compete at an attractive price point .... Now, having said all that, I am still just as high on their PCDVD-ROM and RAM previously, but probably a little more conservative when it comes to the numbers. |
