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To: E. Graphs who wrote (14222)	8/16/1998 12:59:00 AM
From: akmike	Read Replies (1) \| Respond to of 25814

E.-Wilf was very positive about DVD in the CC. I remember statements that "we've captured 25% of the world market and should gather momentum" 2,000,000 units industry-wide and LSI @ 500000. The Japanese have recently announced that production is expected to more than double by 1Q 1999.This element of the business is finally looking to meet the much-ballyhooed potential. Casio has also begun shipment of its latest DCam and Wilf's comment about DCAM that I remember from the CC is "they are flying off the shelf-Casio and others will see big-time shipments in Sept. and Oct." It's hard to believe that very many companies will have the top-line growth visibility of LSI come the 4thQ. None of their 4 business segments should experience less than very strong growth in 1999.

To: E. Graphs who wrote (14222)	8/16/1998 2:09:00 AM
From: Jock Hutchinson	Respond to of 25814

E: The quote that most catches my eye is ..."DVD will do for the video business what the CD did for the music business in the 1980s." As I have mentioned here before, there is a technology beyond DVD that will drive the development of DVD--HyperDVD. The following link does a pretty good job of explaining HyperDVD: www3.techstocks.com It seems to me that when there is a technology that is both synergistic to DVD, yet more advanced than DVD, then there is all the more reason to believe that DVD growth will remain exponential over the near term. If the 25% sales figure continues to hold for the next three years, than the payoff on Gresham will be awesome.

To: E. Graphs who wrote (14222)	8/16/1998 8:33:00 AM
From: patrick tang	Read Replies (3) \| Respond to of 25814

Just wait till DVD is a $125 add in item in a PC and every new PC comes equipped with one comes Q1 '99. With 100M new PC sales in '99, if 50% of the PCs come equipped with one ..... That 1M unit sale in '98 is nothing. patrick

To: E. Graphs who wrote (14222)	8/16/1998 12:56:00 PM
From: Moonray	Respond to of 25814

Consumer Electronics Makers To Raise Output Of MD, DVD Players nikkei.co.jp Friday, August 14, 1998 TOKYO (Nikkei)-Sony Corp. (6758), Matsushita Electric Industrial Co. (6752) and other consumer electronics makers plan to increase production of MiniDisc (MD) players and digital videodisc (DVD) players, to meet growing demand for digital audiovisual products in Japan and abroad. Matsushita plans to raise monthly production of MD players from 50,000-60,000 units to 100,000 units during fiscal 1998, and to 150,000 units in fiscal 1999. Victor Co. of Japan Ltd. (6792), Kenwood Corp. (6765) and Aiwa Co. (6761) plan to begin increasing annual production of MD players to 340,000, 400,000 and 510,000 units, respectively, from this autumn. MD player output will also be raised at Sony and Sharp Corp. (6753). The market for MD players in Japan is expected to reach 5.5-6 million units in fiscal 1998 and about 7 million units in fiscal 1999. The MD player market in the U.S. and Europe in fiscal 1999 is expected to double from the projected fiscal 1998 level to just over 3 million units. Sony plans to increase monthly production of DVD players at its plant in Chiba Prefecture from 60,000 units to 80,000 units by early 1999. Monthly DVD production will be tripled to 100,000 units in fiscal 1998 at Matsushita, while Nippon Columbia Co. (6791) plans to raise DVD player production from 2,000 units to 3,000 units per month. Demand for DVD players in Japan is expected to increase to 300,000-500,000 units in fiscal 1998, and to between 800,000 and 1 million units in fiscal 1999. The DVD market in the U.S., Europe and other Asian nations is expected to grow to 2 million units in fiscal 1998, and to some 4 million units in fiscal 1999. (The Nihon Keizai Shimbun Friday morning edition) o~~~ O