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To: Bert Zed who wrote (2228)1/15/1999 12:19:00 PM
From: TEDennis  Read Replies (1) | Respond to of 6180
 
OK, so let me get this straight ...

This company's claim to fame is a TV interface to the 'net. It has its own proprietary browser. And, it's the least expensive way to access the 'net.

So, this is good because ... ???

Do they have a patent, or anything that will keep their (potential) market share assured? Or, will some foreign entity come in and sell a duplicate thingy for half price?

TED



To: Bert Zed who wrote (2228)1/15/1999 1:40:00 PM
From: Larry Brew  Read Replies (1) | Respond to of 6180
 
Bert, Rereading the press. Do you know what fab processes their
designs? Surely not in house. Takes a big company to support the
cost of leading edge processing equipment. A small .25u fab runs
about 1 billion. Sounds like a mixed signal product, so I would
expect TXN, ADI, or SGS-Thompson; forget their new name and ticker.
TXN is best in mixed signal, then probably ADI.
Larry