George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Ausdauer who wrote (1667)	6/17/1999 12:29:00 PM
From: Wyätt Gwyön	Read Replies (1) of 5853

Aus, RE: Foveon, Gilder's May issue highlights Mead's new technology. NSM apparently owns over 40% of the company, and Synaptics (soon to go public, apparently), another 30%. Gilder believes the analog VLSI tech of Foveon will quickly drop in price as volumes rise, eventually dominating the entire still camera market. Keep in mind that the Foveon images are A/D converted for storage, display, and transport, and apparently each image takes up 20-40MB of space. So would this be an application for CF? If so, then SNDK doesn't really have to worry, does it?

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