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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!! -- Ignore unavailable to you. Want to Upgrade?

To: Trey McAtee who wrote (3544)	6/5/1998 3:52:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 6565

(DIVX niche?, agree DIVX in groceries is an excellent idea, but DVD already supported on Windows platform, DVD on PCs might trigger DVD player demand, what happens after Celeron - Dell coming up with next INTC sub1000 design...) Trey: I also think that while the convenience thing is a very good point for DIVX isn't it simpler to just buy the DVD thing and never have to call anyone up to release any security codes? I think so - esp. if the studios can bring it to the $20 area as they have. What about distribution of the players? Last I heard CompUSA was having a tough time getting others to go along with the deal. Also the rental thing may have a problem as far as the studios are concerned. To them the max. profit is likely when the consumer buys the disk not when they have to rent them out for 'pennies'. Also have you seen the fight DIVX campaign. DIVX players also cost about a $100 more. The software for DVD is around 1500 titles by now and more coming. On the PC side we have DVD being the big-time winner - likely will see in the 100 million+ installed base by 2000. STBs will also be DVD compatible and that is another huge market. DIVX gets away from the convergence thing and it does not help their cause. There is no way STBs and PCs are going to be doing DIVX. And that pretty much is the mass-consumer death knell. But again I really can't be certain this will happen. I agree Celeron is bad. But Dell may follow with the Celeron follow-on - Mond something... To INTC's credit OEMs like consistency & dependability and the ability to ramp up quickly in their suppliers - not exactly AMD traits! - AMD could very well fold if the new chips don't sell (AMD won't fold). I actually think NSM has a shot if they integrate the chip properly. But it is not going to be easy. Of the INTC wannabes I like IDTI's chances for some odd support-the-little-guy reason. You may get your 20s - looking for the MOT effect tomorrow - it may surprise. ;-] shane.