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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 9:30 AM EST

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To: Gottfried who wrote (7298)11/10/1998 2:33:00 AM
From: molemania  Read Replies (3) of 10921
 
Excuse me if this is a lame question, but I am posting it here because there is an overcapacity of intellect on this thread and I figure I can get a good answer. Will the impending introduction of cable TV set-top devices using chips such as the one BRCM introduced today dampen consumer demand for computers in the long run and therefore depress the entire chain from box makers down to semi equipment companies and electronics suppliers a few years out? Like I said, don't be afraid to blast me for this one. Here is an excerpt from today's BRCM press release.

"This breakthrough technology will cost effectively allow consumers to view Internet
content directly on their television with quality similar to their PC," said Dr. Henry
Nicholas, Broadcom's President and CEO. "Additionally, our solution will allow viewers to watch television while they are surfing the Internet, checking email, monitoring additional television channels, or viewing on-screen programming guides."

Thanks
Dave
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