ZORAN jpeg/dvd moguls Message Board

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Technology Stocks : ZORAN jpeg/dvd moguls

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To: Peter V who wrote (1291)	7/6/1998 10:07:00 PM
From: Grantcw	of 1486

This stock is finally going to get to prices that will make it VERY interesting in the long-term. It'll be dead money probably for another quarter or two with the uncertainties of near-term profits and revenues, but that may allow for some slow accumulation. I'm banking on the evenutal ramp-up of DVD to really start impacting some sales of companies like SIGM, CUBE, and ZRAN. ZRAN looks to be the leader in the software decoder market with its Intel deal. What's the consensus of how long it will take for software decoders to be more in demand than hardware? How fast will computers need to be before the software decoder makes more sense than the hardware one? Also, does anyone have any knowledge of the price ZRAN is getting from Intel per unit shipped and the gross margins for this deal? Thanks, Grant

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