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Technology Stocks : Faroudja FDJA -- Ignore unavailable to you. Want to Upgrade?

To: Cosmo Kramer who wrote (68)	3/24/1998 2:42:00 PM
From: Cosmo Kramer	Read Replies (1) \| Respond to of 249

Here's something... MONEY REPORT Talking About a High-Tech Revolution: Times Are (Still) Changing A Roundtable Tracks Trends And Players Aline Sullivan and Holly Preston 4686 Words 27492 Characters 03/21/98 International Herald Tribune 16 (Copyright 1998) HIGH TECHNOLOGY in changing times was the topic of a roundtable organized on March 12 by The Money Report in San Francisco. Four professional investors joined Aline Sullivan and Holly Preston on March 12 at the Huntington Hotel for drinks, hors d'oeuvres and a discussion of trends and players in the world of high technology. The investors were: Liz Buyer, senior industry analyst at DMG Technology; Gill Cogan, co-managing partner of the venture-capital firm Weiss, Peck & Greer Venture Partners; Kevin Landis, co-founder of the Interactive Investments Technology Value Fund, and Michael Murphy, founder of the California Technology Stock Letter, the Overpriced Stock Service and author of "Every Investor's Guide to High-Tech Stocks and Mutual Funds," which was published in January by Broadway Books. But the digital camera is coming next Christmas and that will be a big deal. After that will be the $99 software to manipulate the photograph and then you can have the kids e-mail the photo to their grandmother because you gave her a $1,000 PC for Christmas. She will stop complaining that the kids never write. Other beneficiaries will be Ericsson and Nokia, which are making digital cell phones. Everything for the consumer is going digital. It is very high-volume stuff, and it has to be very low price. You can start a digital TV at $8,000, but it has to get down to under $1,000 fast. The Japanese are really good at that. Philips is good at that, too. We have started seeing the conversion of the consumer to a digital world and it is going to proceed pretty steadily over the next 10 years. Q. Which companies do you think will benefit most from this trend? Mr. Murphy: The bigger ones will undoubtedly be Sony and Philips, those guys. But there will be a lot of other folks who will benefit. Again, I think LSI Logic will have chips in those * boxes. A little company like Faroudja Inc. will be out there with chip sets to enable the multistreams to broadcast.