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

To: shane forbes who wrote (3545)	6/5/1998 3:48:00 PM
From: Maui Jim	Read Replies (3) \| Respond to of 6565

Watching the trades go by, you get a feeling the stock has turned...: quote.com

To: shane forbes who wrote (3545)	6/5/1998 4:16:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 6565

shane-- on DIVX...there are a lot of things to think about, and being wrong on one of them can kill the device. however, i think the prices are going to come down vs. DVD. the studios are excited about it because they get a little more with DIVX even if the consumer decides to permanently buy the disc. as for convergence, i dont know about it. DVD players on a computer are for games and SW, not movies. i dont think that movies on a PC are going to be a big market at all. i know this may irritate MSFT and INTC, but who wants to sit at their desk and watch a movie<G>. i look at it this way...i go to buy the DIVX player. i pay a little more, but i get to play DVD and DIVX discs, so i am happy. what really thrills me is that when i am at the grocery store (or video store) i can buy a DIVX disc, watch it at home for 3-4 dollars and if i want it, call the company and get it unlocked for another 15-16 dollars (for a total about the same as what i would pay for a DVD disc). should i not want, i just throw it away. THATS what i like. i am notoriously bad at returning videos, so for me, its worth it. i have seen the fight DIVX campaign, but have been somewhat unimpressed by it. i think we will see consumers snapping the units up. the problem with both is NO RECORDING. DIVX and DVD as a consumer electronics platform are going to be niche until people can record on them and ditch the VCR. as a computer platform, DVD is going to be big. thats where i see the market going...DIVX for the TV (maybe build in a web TV terminal to take advantage of the built in modem) and DVD for the computer. INTC-- i dont know. celeron has been such a dissapointment that i dont know if anyone really cares. in addition, AMD has been very agressive. their one chance in this cycle is to dominate the lower end. if they get through it with more than 20% of the market, INTC will never recpature the hefty premium it once commanded. as for AMDs ramp, even with the production problems at fab 25, they were still able to make the ramp to IBM and CPQ. now that the production problems are fixed, and IBM is onboard for additional capacity, ramps should be really easy. PLUS, they can compete with INTC on a cost basis using .25mu geometries. i love INTC as a company, but they really dropped the ball on this one. i dont count them out yet. barrett is one hell of a guy...rumor has it he told andy more than a year ago to get serious about sub 1k. andy blew him off<G>. NSM-- technically, i love the idea of SOC, but the reality i dont think is going to live up to the hype. the prices are falling so much, and the initial products (like mediaGX) have been so sub-par that i just dont see a need for it anymore. two years ago when the average pc price was over 1500 was the time for system on a chip, IMHO. i like IDTI too, and i think they will probably out live NSM. winchip, the little processor that could<G>. price on VLSI sure bounced around today. havent seen the close yet, but i am assuming we held 16 for it. good luck to all, trey