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

To: cordob who wrote (101)	12/31/2004 10:44:18 AM
From: Ron	Respond to of 152

Thanks. Some good info there. One of the frustrating things about the HDTV sector, for investments, is its extremely slow roll out. Sales of TV sets in general have slowed to a trickle because of uncertainty about when HDTV will be the required standard, so traditional sets have gotten larger and cheaper, which in turn makes it harder for higher priced HDTV sets to compete. If congress and the FCC had stuck with their original plan, there'd be a lot more stations broadcasting HDTV now and certainly more HDTV sets on the market. For a chip maker like TXN the HDTV market is still a drop in the bucket. CSFB is optimistic though: CSFB expects digital TV chip sector to grow 27% in 2005 Last Update: 12/29/2004 7:55:12 AM LONDON (CSFB) -- Credit Suisse First Boston semiconductor analysts said Texas Instruments Inc. is "squarely positioned" to benefit from growth in chips for the digital television market. They predicted demand would rise 27 percent in 2005 and that the year would represent an "inflection" for advanced screens for which TI makes digital light processing chips. Broadcom Corp. and ATI Technologies Inc. should also see positive impact from the transition to digital transmission, the broker's team said.

To: cordob who wrote (101)	5/22/2005 10:01:58 AM
From: Ron	Respond to of 152

From Barron's: Companies benefitting from accelerating phase into HDTV: Name & Ticker Price PanAmSat Holding (PA)$18.43 Relays 70% of HDTV program for U.S. networks DirecTV Group (DTV) 14.90 Four new satellites will beam over 1,600 channels VIDEO PRODUCTION GEAR: To create high-def programs and games, the production shops must upgrade their gear from Avid Technology and Autodesk Avid Technology (AVID)53.53 New products for high-def TV and film editing Autodesk (ADSK) 36.56 Fast-growing sales of digital-effects software CONSUMER ELECTRONICS: HDTV will revive sales of TV, DVD players and camcorders for Sony and Matsushita's Panasonic…but also Toshiba, Sharp, Samsung, LG Electronics, Philips, Dell and many, many others. Sony ADR (SNE) 37.78 HDTV boost for studio, PlayStation and TV products Matsushita Elect Indust (MC) 15.09 Betting that big plasma display outsells LCDs. SEMICONDUCTORS: Set-top boxes, gaming consoles and large displays are growing markets for graphics chips from ATI, NVIDIA, Texas Instruments and Trident Microsystems. ATI Technologies (ATYT) 15.29 Leading market share for HDTV decoder chips Trident Microsystems (TRID) 20.12 Digital video chips for Sony, Samsung, others DATA STORAGE: High-def video takes up six-times more space on the hard drives of PCs and video recorders, fortunately for Seagate, Maxtor and Western Digital Seagate Technology (STX) 20.27 Seeing increased demand for media storage drives