From Barron's: Companies benefitting from accelerating phase into HDTV:
Name & Ticker Price
PanAmSat Holding (PA)$18.43 Relays 70% of HDTV program for U.S. networks
DirecTV Group (DTV) 14.90 Four new satellites will beam over 1,600 channels
VIDEO PRODUCTION GEAR: To create high-def programs and games, the production shops must upgrade their gear from Avid Technology and Autodesk Avid Technology (AVID)53.53 New products for high-def TV and film editing Autodesk (ADSK)
36.56
Fast-growing sales of digital-effects software
CONSUMER ELECTRONICS: HDTV will revive sales of TV, DVD players and camcorders for Sony and Matsushita's Panasonic…but also Toshiba, Sharp, Samsung, LG Electronics, Philips, Dell and many, many others.
Sony ADR (SNE) 37.78 HDTV boost for studio, PlayStation and TV products Matsushita Elect Indust (MC)
15.09 Betting that big plasma display outsells LCDs.
SEMICONDUCTORS: Set-top boxes, gaming consoles and large displays are growing markets for graphics chips from ATI, NVIDIA, Texas Instruments and Trident Microsystems.
ATI Technologies (ATYT)
15.29 Leading market share for HDTV decoder chips
Trident Microsystems (TRID) 20.12 Digital video chips for Sony, Samsung, others DATA STORAGE: High-def video takes up six-times more space on the hard drives of PCs and video recorders, fortunately for Seagate, Maxtor and Western Digital
Seagate Technology (STX) 20.27 Seeing increased demand for media storage drives |
