Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: getgo234 who wrote (7792)	11/14/1997 11:23:00 PM
From: shane forbes	Respond to of 25814

getgo: thanks. Here's DVD related info. -- iua.upf.es How quickly will DVD become established? Nobody knows. Here are a few predictions: * Toshiba: 100,000 to 150,000 DVD-Video players will be sold in Japan between Nov. 1 and Dec. 31, 1996, and 750,000-1 million by Nov. 1, 1997. (Actual count of combined shipments by Matsushita, Pioneer, and Toshiba was 70,000 in Oct-Dec 1996.) * Pioneer: 400,000 DVD-Video players in 1996, 11 million by 2000. 100,000 DVD-Audio players in 1996, 4 million by 2000. * InfoTech: 820,000 DVD-Video players in first year, 80 million by 2005. * Time-Warner: 10 million DVD-Video players in the U.S. by 2002. * C-Cube: 1 million players and drives in 1997. * Dataquest: over 33 million shipments of DVD players and drives by 2000. * Philips: 25 million DVD-ROM drives worldwide by 2000 (10% of projected 250 million optical drives). * Pioneer: 500,000 DVD-ROM drives sold in 1997, 54 million sold in 2000. * Toshiba: 120 million DVD-ROM drives in 2000 (80% penetration of 100 million PCs). Toshiba says they will no longer make CD-ROM drives in 2000. * IDC: 10 million DVD-ROM drives sold in 1997, 70 million sold in 2000 (surpassing CD-ROM), 118 million sold in 2001. Over 13% of all software available on DVD-ROM in 1998. DVD recordable drives more than 90% of combined CD/DVD recordable market in 2001. * AMI: installed base of 7 million DVD-ROM drives by 2000. * Intel: 70 million DVD-ROM drives by 1999 (sales will surpass CD-ROM drives in 1998). For comparison, there are about 600 million audio CD players and 100 million CD-ROM drives worldwide. There are about 80 million VCRs in the U.S. and about 250 million worldwide. --- techmall.com The higher resolutions of PCs over TV sets results in higher quality images than is possible with DVD video player/TV systems. Industry analyst DataQuest predicted in a May, 1997 report that DVD PC drive systems will total about 8 million in 1997, compared to about 1 million DVD video players. By the end of 1998, the DVD PC drive market should swell to more than 24 million, with DVD video players at about 4 million. --- cgi2.nando.net More DVD titles are now becoming available and a Japanese electronics industry group has predicted that the global market for DVD players will jump to 2.8 million units in 1998 and 5.4 million in 1999 from an estimated 1.2 million in 1997. --- ne2.news.com So far, DVD sales have been relatively anemic, but should explode by riding the coattails of PCs. A million DVD-ROM drives are expected to be in customers' hands by the end of the year, joined by sales of 8.2 million more in 1998, Bourdon said. A total of 10 million will be sold by 1999, she added, nearly all being sold as part of a PC. While movies will prompt customers to use the drives, Bourdon predicted that interactive discs, databases, and other data-capacity-intensive DVD applications would come out as well. --- And finally a good overall summary: redesign.msnbc.com --- So DVD on the PC looks huge (as it was bound to be and as we had predicted on this thread!). I wonder how LSI figures into these numbers? ----