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Technology Stocks : HDTV WINNERS (Who will they be?) -- Ignore unavailable to you. Want to Upgrade?

To: Keith Fauci who wrote (11)	4/10/1997 2:57:00 PM
From: Joan Osland Graffius	Respond to of 70

Keith, I do not know why the stock is depressed and neither does the CFO. I fortunately bought it close to the low and have a nice profit right now. They will make their money on royalities as well as selling the OS and tools to folks that are manufacturing digital boxes and need real time functionality. One of the reasons I bought the company when I did was MOT (our friend :-)) has taken a stake and options for more, in the company and is going to use their OS in their next generation digital cell phones. MOT also has a person on their board of directors. Their RTOS is also being used in IBM's set top boxes as well as other companies products. They have a site on the www at: microware.com This is a good site and will give you a run down on their products, financials, customers and analysts that cover the company to contact for recommendations. As far as I can tell their competition is WIND and INTS. INTS does not seem to have the marketing culture to transition from the DoD environment to Commercial. During my research WIND seems to have some quality problems. Never seem to get their software out of beta and poor customer support. But as far as the street is concerned WIND seems to be the darling. MWAR has ISO 9000 certification for software so this will force them to deliver software not vaporware. Lucient also has a RTOS, but as far as I know they are not selling it to the public, just for internal use. There are threads at SI on these companies. Joan

To: Keith Fauci who wrote (11)	10/7/1998 2:13:00 PM
From: Brian Moore	Read Replies (1) \| Respond to of 70

HDTV may start to heat up soon. "Over 40 TV Stations Set To Begin Digital Programs" dailynews.yahoo.com "ABC said it would air the movie ''101 Dalmatians'' on Nov. 1 as its first digital broadcast. CBS has said it would air a National Football League game in high-definition digital on Nov. 8." The football game will be the big deal, I think. The sports bars will pony up for the expensive sets as a way to draw customers. I expect to see feature news pieces all over TV -- after all this is a story about TV, so I bet the coverage will be pretty big, with reporters asking fans how they liked the picture, etc. Then the story will end with the reporter saying, "But, with a price tag of X, there it's doubtful we'll see major sales anytime soon." "Then the anchors will have a little chit chat about how prices are expected to fall, and the picture sure looks great." In general this will be a big wake up call as it brings HDTV into people's minds. Are there any good plays in HDTV, or is it mainly the big manufacturers like Panisonic?