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To: Anthony Maza who wrote (7157)	9/14/1998 10:01:00 PM
From: joel3	Respond to of 16960

For less than 5% of the cost of a computer system, it is a no brainer to add DVD. I used DVD on a Dell system to watch several movies. With the picture on a 19" monitor and the sound from a satellite/subwoofer speaker system, the experience was quite nice. It was also amazing to see the hardware decoder card only using 25% of the cpu processor. It certainly leaves a lot of options open for the use of movie clips for a new generation of games. IMHO, everybody who buys a computer this Christmas will add the DVD option. In any case, that is what the boxmakers expect. As for DVD in the home theater. Too rich for my blood. I would wait for the prices to drop. Joel

To: Anthony Maza who wrote (7157)	9/14/1998 10:07:00 PM
From: Joe C.	Read Replies (2) \| Respond to of 16960

Talk about a kick in the head. I've seen quite a few warnings come from various companies and this has to be one of the worst IMO. Nothing positive from an investor perspective and very little to set an expectation. Example: are revenues down by 80%, 70%, 50%, etc.; margins - no mention; expenses up a lot, flat, down?; cash flow - good, bad? - no mention; just a statement that they are going to lose money - cold and blunt BUT quite vague raising uncertainties about performance; litigation proceeds - enough to be profitable - why not say how much? OEM wins - how many?, no names, no expectations for next quarter? Already shipping Banshee - what two at a time? Talk about investor uncertainty - they just blew away any hopes of restoring investor confidence this year. OEM announcements will not change this sad fact. The conclusion that one can draw from this release is that the graphics market (chips, boards, etc) is a money losing proposition for the for the rest of the year. DIMD, CREAF, and the rest are screwed. Was this their intent - probably not - but the stock will react in this way due to the uncertainty. My prediction is that the stock will open quite low, loyal followers will dump, and the big boys will cover their shorts laughing all the way to the bank. How could a company with such technical and marketing savy be so clueless when it comes to dealing with investors and the street? Joe C.