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Technology Stocks : CD-R/RW and DVD Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mark Duess who wrote (35)	7/15/1999 11:54:00 PM
From: Rodney Heckman	Respond to of 40

Think chip, as in one chip!!! More and more DVD players have been selling these days. Last year one cost over $600, but today you can rent a cd movie from blockbuster, for the same price as a VHS, and play it on your own DVD player that costs about $300. I'm not set on this new wave yet, but it does look promising. I researched for a few hours and found Zoran (ZRAN), which develops a single chip decoder for DVD players. Most electronic companies, i.e. Panasonic apparently develop their own chip, but might be rather expensive. However some outsource, like Toshiba who happens to be ZRAN's biggest customer, loves it--this according to another source. Is anyone familiar with ZRAN or any other, possibly larger, DVD companies?

To: Mark Duess who wrote (35)	1/31/2000 7:52:00 PM
From: Retiarius	Respond to of 40

swiss stock play in CD/DVD/CD-R/CD-RW/DVD-everything manufacturing summary: a pure optical disk play ala the old nimbus there's a company out of switzerland, in business since 1990, who makes all sorts of turnkey equipment for optical disk production, from desktop replicators to room-sized DVD-RAM maker factories, including phase-change media sputterers, bonding machines, etc. they do mastering services, too. "4M Technologies Holding" they are called, short for "Multi Masters & Machinery", sort of one-up on 3M. founder is a mssr. adel michael. sited at www.4m-inc.ch they went public on the "new" swiss exchange (SWX) on 18 october. trading opened up to american investors after a 40-day window. i was impressed enough by some low-key buzz from an optical trade rag and also the info at their site that i established a token position. this was so i can get experience trading a non-ADR foreign security which is a pure play in the optical market, unlike all the japanese/taiwanese/korean combines. they just finished development on a monster phase-change erasable disk machine in a joint project with asahi, a licensee of ENER (v.i.z. SI forum coverage elsewhere) 4m-inc.ch shows what a self-contained DVD-RAM factory really looks like. 4m-inc.ch is a nice white paper, replete with rewritable disk volume projections, and discussions of phase-change know-how. recent financial numbers, showing boomtime not even dented by the taiwan earthquake, where much of their equipment is sold (they have >30% marketshare), can be had from: 4m-inc.ch and elsewhere. be sure to click on all the .pdf icons when paging thru the submenu at the left on the home page.