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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (8397)	6/18/1999 10:47:00 AM
From: Trumptown	Read Replies (1) \| Respond to of 57584

As far as set top boxes...any thoughts SFA? Looks decent here...also CCUR is in on the VOD thing...also worth a watch (recently had a run though) SR

To: Rande Is who wrote (8397)	6/18/1999 11:01:00 AM
From: ynot	Read Replies (1) \| Respond to of 57584

go down is what i said about dclk, from x's exit point configurable chips, that is where there is heavy R&D, VC interest in Silicon Valley...it is a case of observing where the 'smart' energy is focused, i think, i am not an expert in dclk, configurable chips, desktop boxes or porkbellies but i will snoop around some more, unfortunately the companies that i see involved are private or huge, where this is a small 'project' ynot :) edit...x out here Message 10149453