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Technology Stocks : HAUP - Hauppauge Digital -- Ignore unavailable to you. Want to Upgrade?

To: B. A. Marlow who wrote (668)	5/24/1999 10:27:00 PM
From: Sam Citron	Read Replies (3) \| Respond to of 1149

BAM cc:K1bo, Surprised to see you here. My main worry on this issue: How long before digital TV tuning functionality belongs to a 0.18 micron-thin stratum of a processor chip bearing a familiar Intel or Lucent logo? Certainly by the time convergence hits the tornado the big boys will want their piece of the pie. Currently I have a $130 JVC TV sitting adjacent to my PC monitor ready for CNBC multitasking when I so choose, or if I desire to "watch while I wait". I say we don't even go into the tornado until the system goes on a chip adding < $50 to the ASP of the PC. I doubt HAUP has the scope to execute such an endeavor. What proprietary IP does HAUP possess that the gorillas don't already have? I don't do much shorting these days, but if I did, this issue would be high up on the short list. Sam