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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (15157)	9/20/1998 4:24:00 PM
From: shane forbes	Read Replies (1) of 25814

And now no more pro arguments from DIVX lovers - game's over folks - DVD is gaining in popularity, and Divx and laserdiscs are on their way out. techweb.com (DVD installed base 800,000 units! How the heck could DIVX match this if they sold 2-3 players in that one store in 3 months - if that rate continues with say 500 stores they will sell 1,500 units in 3 months - big time ouch - increase that 10 fold and we have 15,000 units in 3 months - still nothing compared to 800,000 units! Plus the main reason on the consumer side - too expensive and not well differnetiated or explained - the 40% reduction in advertising for DIVX is really telling . Plus the fact that they need to find further sources of cash. Very telling! Public companies can't bleed cash on pipe dreams for too long I think. We shall see. Can't believe that a retailer actually was pushing a format???) (BTW 25 million sold out copies is why VHS is not going to vanish anytime soon... <g>. These things take time but the change to DVD is inevitable - digital everywhere but on VCRs is kinda ridiculous....) And about DVD sales: techweb.com and this clever movie will be part of the l/t convergence trend for DVD etc: techweb.com ( > than 600k, I like 800k better!) LSI should have a good DVD Christmas and 1999! Shane (while listening to a 3Com 56k ad...)

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