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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 (3556)	6/7/1998 7:55:00 PM
From: Trey McAtee	Respond to of 6565

shane-- well, i did include a caveat in my statement on DIVX sales<G>. it has to be marketed and advertised WELL. consumers are like analysts, they dont want to do the research...its easier to be told what to do. in asia, DVD is already a pretty big deal. in china they are selling portable players. only time will tell, but i feel pretty safe with 100k units worldwide by EOY. on the winCE thing...this is a good thing, but you have to remember that ARM and VLSI arent the only ones building processors for winCE. as a side note, VLSIs investment in ARM is one of the reasons i own VLSI. now, you have the HIT super H chip, NEC has one (but NEC seems to always shoot itself in the foot), samsung is supposed to have one based on alpha. who are casio/CPQ using for their CE chips? philips i think is making their own. so, its not like we are entering an unoccupied field. that being said, if VLSI makes the best product and i think they can since (based on my admittingly limited experience with CE devices) the ones available arent that good, they should sell tons of them. good luck to all, trey