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Technology Stocks : HDTV: Television of the future here now -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (40)	8/7/2001 9:57:23 PM
From: lml	Read Replies (1) \| Respond to of 152

Agree with you on the price. And there's a lesson to be learned for those consumers who forked over $10,000 for the first projection screen out of the block. Market value today? Between $1,000 -1,500 NEW. In January '99 thin panels went for $15,000 and up. I'm sure you can pick one of those up today for a few thou'. Early adopters of HDTV who go into the retail stores today are in for a sticker shock. Reason? New and better technology is coming down the pike. We're likely to see the new boxes with installed HD hardware hit the shelves next year just before Xmas. After that, first quarter 2003, may be the best time to take a bite out HDTV. Who knows? We gotta see how the content providers are able to push their product over DBS and over the air. MSO adoption will be very slow, and very limited to those areas where the cable plant can handled. I live in LA where the plant is POS. There will never be HDTV over cable in this City via an existing MSO. The only opportunity is via DBS, which is what I present subscribe to, or an overbuilder such as WINFirst who plans to push FTTH, but likely won't be available to the more affluent areas of the City until towards the end of the decade. Bottom line, pushing HDTV out the door is a job I wouldn't want. Its an uphill climb, and sometimes the road keeps getting steeper. JMO.