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Technology Stocks : SAGI - Sage, Inc. , Nasdaq files for IPO -- Ignore unavailable to you. Want to Upgrade?

To: John Liu who wrote (55)	11/7/2000 8:34:38 PM
From: Jerry Whlan	Respond to of 69

Based on recent personal experience I think HDTV is going to be one of those stealth successes. Everybody calling HDTV a failure are the people who expected HDTV to be a drop in replacement for regular TV. That has obviously not happened. What has happened are: 1) With a progressive DVD player, regular DVDs are able to do 16x9 at 480p (the lowest HDTV resolution, which looks damn good despite that). 2) Connected to a computer, an HDTV makes a great video game playing / web browsing / dvd viewing monitor. 3) The mini-dish satellite systems are beginning to carry HDTV programming. 4) HDTV tuner cards for the PC are just starting to show up, and they are way cheaper than a full-fledged HDTV (under $400, some expected to be under $150 next year). 5) Finally major metro areas are getting multiple HDTV broadcasters (the Boston area has something like 6 or 7). So, we have a number of factors that are all stealthily contributing to HDTV adoption through non-traditional means (well, ok #5 is traditional, but it is good too). These reasons are why I think it is not so important that HDTV has not followed the path all the simple-minded pundits expected, it is just taking a different route.

To: John Liu who wrote (55)	11/8/2000 5:26:51 PM
From: Bryan	Read Replies (1) \| Respond to of 69

I'm not as concerned about the future of HDTV as I am with the future growth of the FPD industry. I believe that Sage will do well going forward whether or not HDTV becomes popular, as Sage's business is more focused in the area of feeding flat-panels with a superior signal from their display processors, as opposed to decoding an HDTV signal and feeding it to a flat panel. IMHO, we're straying off course a bit here. Sage is in the business of providing display processors and IC's that drive flat panels. HDTV is a television platform that actually can be delivered on a CRT as well as a flat panel.....Two very different things here. I can think of tons of applications for flat panels and none of them brings to mind HDTV. However, I DO think it's very interesting that Sage is offering a line-doubler in their new chip that delivers a near HDTV image. It's not exclusively for HDTV applications. Here's a clip from the PR: "The superior video quality and low system cost afforded by the FLI2200 will make it a critical component for a new generation of electronics, including enhanced TVs, DVD players, flat panel monitors and projectors." sageinc.com All-in-all, I believe the future is very bright indeed for SAGI. Best of luck to you. -B