To: patrick tang who wrote (15467 ) 10/6/1998 2:11:00 PM From: shane forbes Read Replies (1) | Respond to of 25814
Yup - I would tend to say below. More from Bloomberg + stats on DVD market/growth-rate/STM's stake of the pie: (LSI Locig - who the heck is LSI Locig? <g> Market share for STM is 15% now - expects to take 50% - yup okay good luck - it is a fabulous chip but I doubt Mr. STM will be getting 50% market share - this ain't no PC market! And like Cube and LSI are just standing pat and going to say here all for you Mr. STM - occassionally these guys are just as bad as IBM in that they use the power of the pen to do the FUD thing. LSI by contrast has toned down considerably from the early 1995 hype laced releases.) ----- France's ST to Sell Single DVD Chip, Halving Cost Paris, Oct. 6 (Bloomberg) -- STMicroelectronics NV said it will soon start selling a single microprocessor that will replace a set of four currently used in digital video disc players, cutting the cost in half. Europe's second-biggest semiconductor maker after Royal Philips Electronics NV said it made samples of the chips available today and plans to mass market them in the fourth quarter. They will cost less than $30 a chip, between 30 to 50 percent less than products now on the market. The chip, called the STi5505, should help drive demand for DVD players, by lowering their price. Sales of DVD players are expected to double next year to 6 million units worldwide and reach 10 million units in 2000, ST said in a statement. ''This is a very important market for us, because it's seeing strong growth,'' said Philippe Lambinet, the general manager of ST's digital video division. With the new product, ST aims to take more than 50 percent of the market, up from 15 percent now. ST's biggest competitors in the market for DVD products are LSI Locig Corp. and C-Cube Microsystems Inc., both based in the U.S. Lambinet declined to name ST's clients for DVD products, except to say they include two of the world's top five consumer electronics makers. Digital video discs are compact discs that can store an entire movie in a format that gives a sharper image and sound than traditional video cassettes. They took a while to catch on after their 1997 launch in the U.S. because of the expense of buying a DVD player, priced at about twice as much as video- cassette recorders. ST's new chip will also help speed up the functions on a DVD, such as fast-forward and rewind, while ensuring sharp image and sound quality, ST said in a statement. Earlier this year, ST halved the number of chips need for satellite navigation systems that help car drivers track their location on electronics maps. ST's shares traded in Paris surged 6 percent to 220.4 French francs ($40.07) in late afternoon trading. ----- LSI better have an answer to this one as it looks very good. My portfolio needs CPR. Shane.