Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: JMD who wrote (24144)	3/12/1999 11:28:00 PM
From: John Stichnoth	Respond to of 152472

I'll bite, too. Stating at the outset that my understanding of this is limited to the references and links on this thread, let's do a little supposing. It's semiconductor/digitally based, right? It's subject to a manufacturing process with significant advantages to scale. At the start, the machines are too expensive except for professional applications such as theatres. They start to drive the price down and make it attractive to use instead of those presentation machines that salespeople can carry around, costing 2000-12000 dollars. Then someone starts using it in the home (Paul Allen buys the first one), production is ramped up and now they are cheaper than wide-screen TV's. People start setting up their homes with these projection TV's! Price is driven down under $1000. Suddenly, all those non-digital TV's are NOT replaced by digital TV's, but by these projection machines. And the Q receives $12.37 royalty for each unit sold. That's this evening's libations talking, guys. Does anyone want to take a real stab at answering JMD's query? Best, JS

To: JMD who wrote (24144)	3/12/1999 11:31:00 PM
From: Harvey Rosenkrantz	Read Replies (1) \| Respond to of 152472

I have no idea what kind of money is in theatre transmission of movies, but if the technology gets to the point where it can function in the home, then there can be virtually any movie at home on demand with the security for the vendor that it can't be replayed. This would be a huge market.

To: JMD who wrote (24144)	3/13/1999 5:08:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

* CineComm $$$ * I'm comfortable with some lucre too. Here is my bean count, rough though it might be: techstocks.com As pointed out by John Stichnoth, this could lead to other things. Such as WebCam 3D images being available 'on tap' to anyone who wants to pay per view, for example, of Mark McGiver's latest touchdown or the NZ caddy giving range and wind details to Tiger Woods. Or movies on demand to home entertainment units. Those GEOs can move a lot of data in a short time at low costs apparently. The movies could travel by fibre if that's available at a cheap price. Mqurice