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Technology Stocks : CRUS, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Don Dorsey who wrote (5368)	3/20/1998 11:52:00 PM
From: ted quinn	Read Replies (3) \| Respond to of 8193

Good point, but I can already get news & quotes in one corner of the screen while typing a letter. I can open up 10 Explorer windows at one time to monitor 10 different websites. I can listen to the "radio" on my computer thanks to ShockRave. All this with my "pathetic" P-200 CPU. Intel needs to understand that the future isn't a supercomputer on every desktop, but an Internet terminal/PC in every room or car or store or whatever. Just like Microsoft got "religion" 2 years ago when it decided to set its sights on the Internet, instead of relying on endless (and needless) upgrades of its Word program ( i.e. who needs the choice of a zillion fonts?--I just want to type a simple letter!) Video won't be a reality until the bandwidth problem is solved. Also, I think that TV is overrated--once people get a taste for information and entertainment on demand, they will defer from getting spoonfed by some network TV programmer. Think of how much time you spend on the Net vs. watching the tube. Who can sit through a boring news show anymore? When I want news, I go to my choice of sites and get it instantly. No need to watch some blow-dryed newsanchor read copy off a prompter.

To: Don Dorsey who wrote (5368)	3/21/1998 9:20:00 AM
From: Terrapin	Read Replies (1) \| Respond to of 8193

Don, You are right about the live video - in the back of my mind I've always believed that expansion in the computer industry will end once it can provide an inexpensive and reliable video-phone. However, my killer-app horizon was much shorter than that. Ted's point about bandwidth is a good one. I'm not an expert on these issues and perhaps better compression technology will help but I don't see modems getting much faster given the limited bandwidth of the phone lines. Intel is the 800-pound gorilla and will take over any market it wants to. Cirrus' new focus on internet devices and non-PC devices is, IMHO, a great strategic decision. The coming world will be almost entirely digital (cameras, internet, wireless/PCS, pagers, who knows what else?) and to be digital requires a small, integrated chip (hopefully stamped by Cirrus! :)). Five years from now I hope to be using a video-phone or viewing live, digital video on a computer. But 1-2 years from now I hope to see a number of smaller, non-computer devices that contain Cirrus' chips! Cheers, John