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Technology Stocks : Future growth stocks of 1997

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To: White Shoes who wrote (373)2/20/1997 9:28:00 PM
From: hillary kapan   of 391
 
Geek,

Yes, the Commodore 64 and the Amiga and others had video circuitry
to directly output to NTSC composite video so that you could look at
the image on a TV. The image by today's standards is terrible.
Fuzzy, shimmering, smeared. That's how cheap encoders look.

Except for the ones from FCSE.

Also, I don't expect a 70 bagger from this one, but it is likely
that the market for consumer level PC-TV and digital video
will balloon to a size capable of supporting a huge sales increase.
So a seventy bagger or more is possible given the market
projections of some trade mags.

That would take brilliant engineering and top-notch management.

Here are some risks for FCSE:

1) Other companies may not follow up with Zenith's approach
of adding a computer to video encoder.

2) Consumers may not want encoders in their TVs

3) FCSE may fail to deliver the "encoder on a chip".

4) Someone like TrueVision (they make somewhat better encoders at
ten times the price) might muscle in.

5) The prosumer video editor may never be completed for any number of reasons.

So sure there's risk...

But this company has delivered, better, smarter, simpler, easier
technology thus far. And Zenith has endorsed them.
And they have half the now tiny market.

This is an Iomega Zip-like scenario. Removeable hard disk cartridges
were an niche, until the cost came down to consumer levels in
a product that was the result of carefully listening to
what the consumer wanted.

Niche market to mass market--that's the ticket here.

Cheers,

Hillary

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