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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (8392)	6/18/1999 10:07:00 AM
From: Kevin Shea	Read Replies (3) of 57584

Rande: I completely agree and a while ago I set up a watch list that I call set top boxes... most have been doing well as the market goes wacky... but slowly...VVVI got some recent action, BRCM is just plain strong ANAD is packing it on... others are in various stages.... I like ESST, ....BOCI appears to be turning... etc... But, for the long run I think that the focus should be STBs and broadband, wireless, etc.... In my opinion (and I have stated this here in the past), PCs are rapidly becoming commodities, they are nearly given away to get you to sign up with an ISP to gain internet access...PCs are relegated to the level of appliance (just like a toaster)... all the glamour is gone... As they say.. "That was fun, now what's next" Is that volume on COVD correct???? over 4M already with very little movement?? BTW I think COVD is a new candidate as it is getting a lot of the ASDL biz..

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