Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Open DVD verses DIVX -- Ignore unavailable to you. Want to Upgrade?

To: Steve Troxel who wrote (1)	7/22/1998 1:33:00 PM
From: Kevin Hay	Respond to of 20

VLSI's one, though I wouldn't short it based on that alone. I also wouldn't assume that it's all a done deal as far as how it is implemented. No reason to say that except that it doesn't look that attractive now and I don't think companies will roll something out with this much negative sentiment. -Kevin

To: Steve Troxel who wrote (1)	7/23/1998 1:04:00 PM
From: IPOJunkie	Respond to of 20

Steve, The big loser will naturally be Circuit City. They are literally pouring hundreds of millions into this futile product. Plus they are projecting it to lose some considerable dollars in the first few years. The winners will no doubt include the national video rental chains who dodge this bullet and possibly see increased rental revenues from DVDs. Other companies, like Wave Systems may also benefit as the DIVX technology is essentially a metering technology. At one point DIVX (previously Zoom TV) and WAVX were in a patent interference process. I'm also investing in a private company with expiring discs that could also benefit. I'm really not sure yet who all the winners and losers would be. That is something that I hope this thread will help identify. RS