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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (15400)	10/3/1998 9:54:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Positive real world signs for DVD: (1) On a similarly positive note, Sony (www.sony.com) and Matsushita--which sells under the Panasonic (www.panasonic.com) and Technics (www.technics.com) labels--have announced plans to step up DVD-player production, according to a report in Japan's largest business daily paper. Sony's current monthly output of 60,000 player will be upped to 80,000 by early next year to meet growing demand. Matsushita will raise its monthly output to 100,000 in 1998. Japan's demand for DVD players is expected to be somewhere between 300,000 and 500,000 in 1998 and up to 1 million in '99, while the market in the U.S., Europe, and Asia is expected to hit 2 million players in 1998 and 4 million by the end of '99. (from dvdexpress.com - thus LSI's DVD unit sales goes up at least 33% next year <g>) 2. DVD orders killing demand for the previous digital king - Laser Disc. (using sales & order numbers from Image) 3. Fast and furious growth rates from cema + comparative unit sales of other electronic equipment: cemacity.org (so roughly 15 million VCR sales vs. ~0.75-1 million DVD players or a ratio of 15-20 VCRs to 1 DVD player - not bad at all considering that this is "really" the first full year of DVDe and VCRs have been going strong for ~20 years (?).) Except for Mr. DIVX and Mr. DVDCan'tRecord - blue skies ahead <g> Shane. (Claritin)