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Technology Stocks : SonicBlue -- Ignore unavailable to you. Want to Upgrade?

To: Herc who wrote (26)	3/19/2001 8:04:12 PM
From: John Liu	Read Replies (1) \| Respond to of 67

I think SBLU got replay tv relatively inexpensive considering the protential of the market but like the audio market it is facing very stiff competition from Microsoft and others. John

To: Herc who wrote (26)	3/26/2001 6:35:53 PM
From: John Nasser	Read Replies (1) \| Respond to of 67

ReplayTV a done deal as of today. (Bloomberg)... I think SBLU is positioning itself for a potentially explosive market. The digital home. This may take 5 years to develop, but it will. As far as the stock price.... biggest trouble is the digital market. I think it still needs a few years to develop a mass market. As far as value, the stock is dirt cheap. The company must focus on profitability and look to secure market share to protect margins.