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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (13747)	3/5/2004 9:52:24 AM
From: The Ox	Respond to of 96064

I have a portable battery operated handheld TV that we take to ball games but it's resolution is very lousy. Consider if the TV screen was the size of a regular mobile phone, with a VERY sharp picture (not the tiny phones that are out now but a normal sized phone handset). Maybe the backside of the phone would be the screen and there would be a smaller display on the key side for dialing. I know that it would be much more enjoyable if the same size picture as I have on my little TV was sharp enough so that when it sat in your lap you could still make out the small graphics from a broadcast sporting event. For example, look down at your keyboard. If you can read the insert/delete keys, consider how a small TV would be appealing if you could see the text graphic images, of scores that are shown on the bottom of an ESPN channel, as clearly as you see your keyboard. It won't be for everyone at first but as the technology improves, I think it could be another major upgrade cycle in the handset industry, thus very important to the semi industry.

To: Gottfried who wrote (13747)	3/5/2004 9:59:25 AM
From: Jess Beltz	Read Replies (1) \| Respond to of 96064

I actually have thought about this for a while, and I think the next killer app will spring from the web itself. I think the true entertainment potential of the web has yet to be tapped in any meaningful way. It is still primarily an information distribution channel, but has come nowhere close to what it will be. Perhaps the next killer app will be something like a virtual-reality plug-in visor or somesuch with full voice-recognition software. The point is that I think ultimately the web spells the doom of traditional network TV. Entertainment will take a quantum leap once media distritbution can be married to a truly powerful microprocessor in a network environment. In such an environment, you could not only witness the battle of Midway, it could be taking place around you. (My god - if you think porn is big now....) Just thought I'd wax expansive since we're all kind of waiting for the Intel 'bad' news to work it's way through the pricing dynamics of the Sox stocks. Jess

To: Gottfried who wrote (13747)	3/5/2004 3:28:20 PM
From: Kirk ©	Respond to of 96064

"MH, TV in pocket: I had a TV with one of those postage stamp sized screens once. Gave it away. It lost it's novelty fast. Cost was under $100 years ago. I don't see a killer app." I still have a B&W Portable TV that fits in my shirt pocket that uses an LCD type screen to make an image on a mirror with light through the screen. It runs on 2 AA batteries. I used it in the 1989 Loma Prieta quake to see what was going on when the power went out. I might have used it once since then just for fun. I believe color uses energy (batteries) much faster. Kirk