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 : Vidikron Technologies Group (VIDIC) -- Ignore unavailable to you. Want to Upgrade?

To: Gerald Thomas who wrote (578)	12/17/1997 11:14:00 AM
From: Lewis M. Carroll	Read Replies (1) \| Respond to of 782

Solectron isn't the bottleneck here. TI still builds the DMD die and assembles them themselves. I don't believe anyone else in the world would be capable of doing that portion of the manufacturing. TI sends the assembled DMD to Solectron who attaches it plus the remainder of the components to the board(s), then assembles these boards into a mechanical assembly and boom! you have the guts of a DMD system. TI then sells these guts to Projectavision who wraps their case and user interface (plugs, buttons, etc) around it and tacks on a cool $4000 or so (I don't know exactly what TI sells the guts for, nor do I know exactly what PJTV gets for the unit when it sells to retailers/wholesalers). The real problem seems to be the ability of TI to manufacture the DMD die. It is an incredibly complex micro-electromechanical machine (replicated 800x600 times) on a 1" square piece of silicon. Yields suck and it is such a radical technology that not very many people know how to proceed and no one has experience. I was willing to pay $8,000 for a PJTV unit but not $10,000. SOrry PJTV - my business is going to Sony for a 61" XBR at < 1/2 the price. Albeit not quite as good of a picture, but everyone has a price and mine was $4000 more over the Sony.

To: Gerald Thomas who wrote (578)	12/17/1997 11:14:00 AM
From: Lewis M. Carroll	Respond to of 782

Solectron isn't the bottleneck here. TI still builds the DMD die and assembles them themselves. I don't believe anyone else in the world would be capable of doing that portion of the manufacturing. TI sends the assembled DMD to Solectron who attaches it plus the remainder of the components to the board(s), then assembles these boards into a mechanical assembly and boom! you have the guts of a DMD system. TI then sells these guts to Projectavision who wraps their case and user interface (plugs, buttons, etc) around it and tacks on a cool $4000 or so (I don't know exactly what TI sells the guts for, nor do I know exactly what PJTV gets for the unit when it sells to retailers/wholesalers). The real problem seems to be the ability of TI to manufacture the DMD die. It is an incredibly complex micro-electromechanical machine (replicated 800x600 times) on a 1" square piece of silicon. Yields suck and it is such a radical technology that not very many people know how to proceed and no one has experience. I was willing to pay $8,000 for a PJTV unit but not $10,000. SOrry PJTV - my business is going to Sony for a 61" XBR at < 1/2 the price. Albeit not quite as good of a picture, but everyone has a price and mine was $4000 more over the Sony.