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Technology Stocks : Amati vs. Aware
AWRE 2.290+3.6%Nov 3 3:59 PM EST
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To: j rector who wrote (181)12/18/1996 12:48:00 AM
From: Steven Sage   of 221
 
Tele-medicine is one clear application. Communciations within multinational corporations. I will have to think about what the other possibilities are.

I think that sales-oriented business video will be a while; not even enough market in that yet in the short-term; chick and egg on that also.

This is certainly the direction the analysis needs to go in. Collectively; maybe we can get a grasp on the potential. What we need is a vision of the future with the technology deployed fully possibly in ways not so obvious.

$500 a videophone is too high for mass appeal. Most folks don't buy expensive tech gadgets. We tech-lovers forget that we are a small audience. It sometimes creates group-thing. Yea; we all will jump for ADSL; but what is the real market demand in the greater community; not that big.

The internet is really very immature still. It has come a long way and yet not very far at all.

The transition from radio to television is a good thing to study. TV existed in the 30's; when was it in mass living room deployment and how did that market appear?

We are talking about a move from a text-based system; the current internet for the most part with static pictures to video.

I read an interesting article today talking about PointCast and internet channels of streaming contend that was not interactive and it talked about where content might be heading. Very interesting. It was talking about setup costs and the necessity of advertising.
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