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Technology Stocks : Tripath Technology, Inc. (Nasdaq:TRPH)

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To: Paul Lee who wrote (22)	11/17/2001 8:00:49 AM
From: Tomas	of 26

Here are some excellent notes picked of the Yahoo board on the Alex Brown conference Nov 13th. Tomas ----------------------------------------------------- by: in_it_for_sport Long-Term Sentiment: Buy 11/14/01 11:35 am Msg: 2138 of 2142 Here's the link. webevents.broadcast.com Click "Download Slides, Hear Archives" Audio was available, slides were not. Here are some highlights. The Dr. talks about an existing big-name customer list with more to be added. More announcements to come. Have been issued 16 Patents, 70 more are in the pipeline covering RDO, Telecom and wireless (2.5 and 3G, will impact 75% of the power consumption in current handsets). Focusing as well on addition technology licenses to perliferate the technology. Sony has sold $1.4 billion in Dream Systems to date. "Other than Sony and Aiwa we have have a dozen big names we are engaged in in the power DVD market." Aiwa and others are bringing 6 X 60w integrated entertainment systems to market (Dream System is 6 X 30w). This market is 3 to 4 billion in size. A Four channel 70 watt chip for the car head unit market is on the way. According to the Dr. Alcatel has a 50% DSLAM market share and will use Tripath in these products. A 2port 500mw/channel DSL driver is on the way, substantially reducing power further. 2002 focus: DVD, Automotive, China and DSL. Adiya quotes: "We are coming back big time", "We own the flat sceen TV market", "Competitor's components hardly come close to our technology." Posted as a reply to: Msg 2135 by light_the_way2001

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