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Technology Stocks : ZORAN jpeg/dvd moguls

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To: j kong who wrote (1352)9/14/1998 12:59:00 PM
From: DiViT  Read Replies (1) of 1486
 
This year CVD/SVCD ramps up and takes over part of the legacy VCD sales.

Next year CVD/VCD/SVCD starts to ramp down and DVD ramps up unless the Chinese gov't does something to block DVD.

CVD may be 25% or more of total VCD chip supplied to market this year. SVCD will be starting from behind next year. Trying to target SVCD at CVD when DVD will ultimately win seems a bit short sighted to me.

I am simply not convinced of the viability in CVD or SVCD looking a year or two out.

Timing is everything.

I'm not trying to conclude anything here about Zoran, just providing some inputs to which you can draw your own from.
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