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Technology Stocks : SAGI - Sage, Inc. , Nasdaq files for IPO

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To: John Liu who wrote (55)	11/7/2000 8:34:38 PM
From: Jerry Whlan	of 69

Based on recent personal experience I think HDTV is going to be one of those stealth successes. Everybody calling HDTV a failure are the people who expected HDTV to be a drop in replacement for regular TV. That has obviously not happened. What has happened are: 1) With a progressive DVD player, regular DVDs are able to do 16x9 at 480p (the lowest HDTV resolution, which looks damn good despite that). 2) Connected to a computer, an HDTV makes a great video game playing / web browsing / dvd viewing monitor. 3) The mini-dish satellite systems are beginning to carry HDTV programming. 4) HDTV tuner cards for the PC are just starting to show up, and they are way cheaper than a full-fledged HDTV (under $400, some expected to be under $150 next year). 5) Finally major metro areas are getting multiple HDTV broadcasters (the Boston area has something like 6 or 7). So, we have a number of factors that are all stealthily contributing to HDTV adoption through non-traditional means (well, ok #5 is traditional, but it is good too). These reasons are why I think it is not so important that HDTV has not followed the path all the simple-minded pundits expected, it is just taking a different route.

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