HAUP may be pricing itself out of the DTV Market
04/06/99
biz.yahoo.com
"Ken Plotkin, vice president of marketing at Hauppauge, commented, ''TeraLogic's Janus chip
enables us to cost effectively combine HDTV, analog TV and DVD playback on a single card. We
believe that such a card can be retailed for less than [$300], making it an extremely viable purchase
for consumers and thus accelerating the penetration of HDTV on PCs.''"
05/06/99
biz.yahoo.com
"Hauppauge will introduce its digital television receiver board, WinTV-D, toward the end of summer
1999. The WinTV-D product line enables desktop computers to receive and decode digital audio,
video and data broadcasts on PCs at a fraction of the cost of dedicated DTV receivers. Hauppauge
expects the WinTV-D product line to retail for less than [$500]."
SIII is desperate to succeed in any market, and NVDA is desperate
to maintain it's newfound technical leadership role. Both will
be competing hard with HAUP for this new market, and the higher
HAUP prices itself out of the market and the more likely a price
volume leader like SIII will undermine this market from HAUP.
TeraLogic win's either way, but we don't really know if HAUP
competes especially since TV-in/outputs are much more compelling
as part of a graphic card solution that HAUP cannot yet provide
when compared to the price(SIII) technology(NVDA) competition.
"Leading manufacturers in the PC industry have already selected TeraLogic's Janus chip to provide
true high definition capabilities in their digital TV offerings. PC TV tuner card leader Hauppauge
(Nasdaq: HAUP - news) will announce this month its plans for a Janus-based DTVPC card that will
ship later this year. In addition, leading graphics providers S3 (Nasdaq: SIII - news) and NVIDIA
(Nasdaq: NVDA - news) are cooperating with TeraLogic to offer premium-quality, cost-effective
DTVPC solutions."
DTV cards are already out now, they are just a bit pricey.
"Teralogic Sees HDTV on a PC, with its HD decoder; already targeted the DTV and
set-top market. With 4 million analog PC/TV cards already sold,...Panasonic [MC] and
Philips [PHG] ...launched their own ...Panasonic's two-card design, which it is
marketing with Compaq [CPQ], is initially priced at $900 and Philip's "Coney Board"
has backing from Intel [INTC]."
Disclosure: I was Long HAUP as an earning capture play, but now feel further appreciation is no longer justified at least until the Fall when we get a better idea of their product, price, and competitors offering. I'm now Short in hopes of riding the quarterly downdraft this stock experiences historically. |
