To: John Pitera who wrote (1742 ) 8/18/2000 12:14:18 PM From: John Pitera Read Replies (1) | Respond to SIMG--Silicon Image looks like small mkt big growth stock. semi- conductors for high-speed data communics. It is focused on the local interconnect between host systems, such as PCs, set-top boxes & DVDs & digital displays, such as CRTs & flat panel displays. Its products enable displays to receive and manipulate digital video data & enable host systems to transmit digital video data. Its products are based on its PanelLink digital interface tech. and Digital Visual Controller architecture, which enable low-cost, intelligent displays for the mass market; allow display manufacturers to increase the functionality of their products; eliminate the need for analog technology in host systems & displays; & improve image quality. Silicon has shipped over 4 million units of its products. In Mar. 00, Silicon agreed to buy DVDO Inc . -- multi-billion dollar opportunity in digital display markets; should execute successfully in the high-speed PCs and storage device interconnect market. The company also announced a 2-for-1 split, payable August 18; see press release. cites first mover advantage in DVI (digital visual interface) transmitter and receiver chips resulting in dominant position. High-bandwidth Digital Content Protection (HDCP) which will ship in Q3. Several major entertainment companies have endorsed the technology. Launch will increase their addressable market opportunity 10x ; significant upside to current quarter possible.
