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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: amoezzi who wrote (18362)1/8/2004 2:14:09 AM
From: Spekulatius  Respond to of 78507
 
Not sure about the investment value but new developments are:
- intelligent house
- broadband satellite communication
- organic LED's and other display technologies
- Digital TV & Radio (Tivo, Xm)

I am not sure where the money is. With OLED's its probably that some of the big guys are winning (Kodak, Toshiba etc.) the Digital Satellite Radio business model is unproven and sucks up lots of money. TIVO could be interesting if they are winning the IP war, if not it's just going to be another commodity product like a VCR on the hardware side and a nice side business for content providers/distributors .