SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ampex Corporation (AEXCA)
AMPX 9.055-3.2%Dec 22 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam Citron who wrote (6238)3/15/1999 8:36:00 PM
From: Ed Perry  Read Replies (1) of 17679
 
Taking the DST line alone, much of the development was done about 8? years ago in anticipation of HDTV and the conversion of the general TV broadcasting industry from analogue to digital delivery. As such, the DST solution was too much, too expensive and too early to reap possible reward.

As admitted by management, the timing was poor. Now at the turn of the century, the application of this technology may be finally catching up with the requirement of implementation. HDTV is beginning roll-out and broadcasters have until 2006 to convert. However, in this time frame, along came an entirely new medium, the Internet, that may have even more applicability for the technology.

We are all awaiting the reported results of revenues. This, and certainly the next quarter reported in May will be the first statement of MicroNet's combined results. The DST sales line is driven by long lead times from large orders. However, the impact of these lead times could be influenced by how narrowcasting and video-on-demand is to be implemented. TVontheWeb and the Melita roll-out may be the test case for this application of DST 19mm. and MicroNet caching and RAID in the context of interactive TV over cable or net delivery. We are all awaiting to see how gear is implemented here.

Ed Perry
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext