Digital Video Systems Inc (DVID) Message Board

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Technology Stocks : Digital Video Systems Inc (DVID)

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To: Aduke who wrote (98)	6/1/2002 11:34:58 AM
From: ChrisJP	Read Replies (1) of 176

Welll there's good news and bad news ... The good news: DVD Players are a growth industry: Message 17543967 But if Peck is deeply bearish about most chip stocks, he's a raging bull on companies that make chips for consumer-electronics devices such as DVD players, digital cameras and flat-panel televisions. To illustrate his point, he showed slides comparing the innards of a VCR with a DVD player, noting that the DVD players features far more sophisticated circuitry, including chips designed by U.S. companies and made in Asian fabs. Peck expects that combination -- U.S. design talent and Asian manufacturing -- to dominate the industry in coming years. In an interview after the panel, Peck cited Zoran, Oak Technology and, in particular, Cirrus Logic as well positioned to take advantage of this trend. The bad news: DVID is gonna have to issue shares to raise money between now and the time their new, higher margin electronics are ready for incorporation into DVD players. Chris

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