I've not looked at flat panels, and I don't have a wireless keyboard, but I would go the mat with anyone who tried to take away my wireless mouse. Probably, if I had either of the other two, I would grow equally attached.
Investmentwise, I don't see anything more than a royalty game among panel manufacturers, as I expect eventually this will become a commodity category as CRT monitors are now. With pc prices under $1,000, there's little present scrambling for $1,400 flat panels versus $219 (or less) for monitor upgrades. Just doesn't seem like a good use of investment capital. OTOH, if someone like an HP were to come into the market, LCD's could really take off. The idea of a TV on the wall seems far more attractive.
Chips may be a different part of the story. I'd like some commentary about that from others. Is there sufficient patent protection in such a product to produce a mini-gorilla? My own hunch is that, as the applications and revenues multiply, this too would become a merchant device, meaning that GNSS would (could) be a shooting star and little more. Would end product manufacturers rally round a single dominant chip producer? Do we spend time with this, or move on?
Jill, I wonder if these sorts of system devices, if standardized by the Dell's and Gateway's, would not make those companies the better opportunities. |
