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Technology Stocks : Oak Technology (OAKT) -- Ignore unavailable to you. Want to Upgrade?

To: Nevin S. who wrote (3834)	1/20/1998 5:47:00 PM
From: Bonzo	Read Replies (1) \| Respond to of 4335

First Baoho excellent post. S.Nevin I basically agree with you on DVD. The transition to DVD will be slower than I originally thought. Which is good news for OAKT since this will buy them more time to continue to enhance their MPEG2 product and score a big design win. This may be a case where "first to market is not an advantage". Yes as more DVD titles become available, and the price point of players continues to drop, more consumers will buy, myself included. Recordability is the biggest driver for consumers to purchase as you said. Although I have heard that only 20% of VCR owners use their VCR to record with. Another thing that may slow consumer acceptance is the confusion that has been added to the market with the introduction of the Divx by Circuit City. This format allows for DVD disks to be played on it but Divx disks cannot be played on DVD players. If Hollywood embraces this format we have a problem (DVD players).