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.

Gold/Mining/Energy : ADI TECHNOLOGIES ( ADH-VSE mpeg compression technology) -- Ignore unavailable to you. Want to Upgrade?

To: meck who wrote (43)	3/15/1998 9:15:00 PM
From: Mark Woolfson	Read Replies (1) \| Respond to of 825

I hear ADI could go as high as $20-$40 if their product is a real success. MPEG compression in a chipset is a big deal. Imagine DVD disks in a smaller format than CD's (similar to the 5.25" to 3.5" floppy conversion way back when) ....... There is no doubt that this is a high risk investment since this is more or less vaporware until an actual product ships. I also believe there are some competitors though. I am unsure how far along they are though. In 10-15 years this is going to be a commodity technology but for now it is bleeding edge. So your investment should give you a bloody nose as well. It went to 7.00 for a couple of reasons. One was the announcement of the technology that was supposed to be due about 18 months ago. ADI ultimately scrapped the initial software for some reason in late '96. The other were announcements that Cadence design was hired as a contractor along with IBM as a foundry for the chip manufacturing. It ultimately dwindled back down to under $1.00 due to profit taking, and slipping delivery dates. They do seem to be on track now from what I hear. There is a silent enthusiasm in the air. I can feel it. If you want, send e-mail to Sheryl Ann Despain at sads@adi.net. She is investor realations and has ALWAYS been forthcoming about anything I have asked her. Mark