Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Pigboy who wrote (2020)	9/6/1999 12:09:00 PM
From: J Fieb	Respond to of 5853

Digital Video may not be as sexy yet, as say WDM or CDMA, or FC for that matter, but some signs of progress......... Silicon Integration allows the Chinese to put low priced DVD player on US shelves...... The $179 Konka DVD player. Put a bag over its face, and it's a champ............................. x22.deja.com. But so far so good: The video and audio quality is excellent - I first tested it in my living room setup on a Sony 35" Trinitron and DD 5.1 via optical. I've tested a few known trouble discs, and all have played perfectly. Colmbia/Tri-Star discs have no glitches in the letterbox bars, Ghostbusters' MST style commentary works perfectly, etc. Layer changes are very quick and seamless, like the Sony players, even on Robocop (Criterion). Only one snag on "Blade" @ about 1:20, the picture froze. The player was still responsive, though, and I could "Pre-Stop" and play again. When I scanned back to the point, it worked fine (forwards and backwards). I guess I'm looking for other people who might own Konka devices, since my question now is longevity. Or if you see these players going for cheap, don't be put off by their strange looks! From what I was reading at eTown, Konka also plans a big push into the US TV market by releasing an HDTV set this year for under $3K. We'll see............... Signs that consumer Codecs and big hard drives will make digital vr's available in time for this x-mas at a very LOW price? Kick-Butt press release -- $199 CUBE-based video encoding and editing from ATI (thanks for the link Mike) biz.yahoo.com ATI announces ATI-Video Wonder(TM) add-in board for frame-accurate video editing, time-shifting, turning the PC into a digital VCR TV tuning, instant replay, still and video capture makes this the ultimate video add-in board for $199 TORONTO, Aug. 30 /CNW/ - ATI Technologies Inc. (TSE:ATY, NASDAQ:ATYT) today announced the ATI-Video Wonder(TM) add-in-board, the ultimate video upgrade for any graphics card with video overlay, that turns the PC into a digital VCR. ATI-Video Wonder provides digital video editing, TV tuning, instant replay and still and video capture. The ATI-Video Wonder also enables time-shifting, where viewers can scroll back TV broadcasts to view missed segments, then scroll ahead to 'catch up' to the program in progress. 'This is the ultimate video upgrade for the PC,' said Alan McCann, Director of the Visual Products Group, ATI. 'ATI has been the leader in effectively converging the intelligence and power of the PC with the massive content of TV. Now we have gone the logical step further to converge the features and functions of the VCR, bringing the benefits of digital technology to PC video enthusiasts. It's what those users who have tons of family videos have been waiting for.' The ATI-Video Wonder, which is installed easily into a PCI slot, provides all the features and functionality of a VCR. Bundled with Ulead's Video Studio Bundled with the ATI-Video Wonder is Ulead System's industry-leading MPEG and still photo editing software, Video Studio. All drivers for the ATI-Video Wonder are Microsoft compliant, adhering to the Windows Driver Model protocol. Price and Availability: The ATI-Video Wonder is sampling now with OEM customers and will be available at retail in calendar Q4, 1999. At retail, ATI-Video Wonder will be priced at (US) $199 (SRP). Ongoing progress and sales in professional encoding technology..... C-Cube Drives Significant Advances in HD Broadcast Enables Market for HD Video Production MILPITAS, Calif.--(BUSINESS WIRE)--Sept. 6, 1999--C-Cube Microsystems (Nasdaq:CUBE - news), today announced the industry's first and only high definition CODEC (encoder/decoder) platform architecture for both broadcast and video production. Info excerpts from the SI CUBE thread...... Subject 1197 DVD-RAM next yr along with Tivo and Replay type devices.

To: Pigboy who wrote (2020)	9/9/1999 1:21:00 PM
From: SteveG	Read Replies (1) \| Respond to of 5853

i remember your name. <..As for 80-85% market share. Its as simple as pulling up the latest Q reports from Brocade (20 mill rev.) and Ancor(3.5 mill rev.)...> IDC has BRCD at 80% market share by revenue, and 85% of the market by ports installed <..most of Brocade's revenue last Q came from Sequent I believe and Mcdata...> This was true a year ago. As of last quarter, 6 companies represented 91% of the Brocade's revenue - with Compaq the most at ~20% <..I HIGHLY doubt people like SUNW and MTIC would oem Ancor if they did not possess the critical features...> You seem to have missed the reason ANCR got SUNW. You can review my previous post to clarify if you like. And feel free to doubt as much as you like... OR you can talk to Ancor and Brocade, as well as oems and sell and buyside analysts. hope you bought some BRCD in low 180s.