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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (35048)	11/23/2000 12:21:51 AM
From: tinkershaw	Read Replies (2) of 54805

What insight can you give us about the set top market...what's driving it, why should I be paying attention? In a previous post, you mentioned several other markets BRCM will address. Can you tell us why some of these will become significant...us non-techies are all ears. Chaz, I saw my first HDTV yesterday at Circuit City (unfortunately the Pentium IV was not yet in stock, so I was unable to gape at this 8th wonder of the world - I mean the RDRAM inside of course as the 8th wonder of the world;) ) Anyway, HDTV simply blew me away. This is it, this is the biggie. We've seen big screen TV. It is just a big TV. A large screen HDTV is bringing reality into the home. Fireworks actually looked better than reality. Watching a football game is like being on the field. The reception is so fine that new and better make-up technology is needed on actors. The set-top box is just one link that BRCM has to HDTV. As much as most people say they would hate to say surf the web on TV, these people have never seen what a large screen HDTV looks like. In 5 years or so everyone will have want or desperately want one. BRCM will make a killing as their chips dominate in this arena as well. Tinker btw/just as an added footnote, RDRAM is shipping in HDTV and given the enormous need for bandwidth in such devices will probably take 100% of this market. btw - again/Silicon Carbide (SiC) Cree's mother's milk, is an enabling technology of HDTV transmitters. btwiii/ okay, getting carried away here. But I am just blown away with the possibilities of future gaming capabilities which utilize the capabilities of HDTV. Anyways, just in awe of the technology. To me it is a more significant advance than color was to black and white. This is one significant market.

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