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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread. -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (191)	9/23/2000 2:51:58 PM
From: Paul Senior	Respond to of 194

Yes, maybe complimentary play. Here're quotes from part of the NY Times article on Foveon: "National Semiconductor executives said the company was planning to take the technology that Foveon had developed for the priciest reaches of the professional photography market and make it economical enough for some new consumer electronics. "National's interest is not in thousands of cameras a year but in hundreds of millions of cameras a year," said Brian L. Halla, the company's president and chief executive. "We could make the world's highest-resolution throwaway digital camera and sell it for the price of a similar Kodak system." (The camera could be a throwaway, but I assume the images must be kept somewhere -on SNDK media!???) Very possibly, even if NSM were successful with Foveon, the resultant revenues & profits for NSM would be too small in this business to make much difference to NSM's overall revenues and eps. Still, NSM execs seem enthused. Perhaps the excitement surrounding the technology and its potential could possibly help support or even increase NSM's stock price?? Paul S.