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

To: westes who wrote (789)	5/25/1999 7:51:00 AM
From: AJ Berger	Read Replies (1) \| Respond to of 1149

Your Yahoo enthusiasm may be misplaced YHOO&DCLK are already worried that as more consumers gain access to the net faster than a 56k modem, the effectiveness of Banner delivered advertising will diminish. That will bring us back to the good old commercial spot type advertising, or the imbedding products into content like the Coke can on the table in a soup opera, or the streaming and fixed advertising zones you see on a Bloomberg TV station screen. By the time the net matures into this vision of yours, DTV and HTDV sets will become a move viable consumer product that combined with a smart cableTV or Satellite box will in essence offer all the features you invision some Yahoo/Embassey chip based system can, in a package better suited and marketed for consumer consumption. I think it may be time for you to re-evaluate your vision for HAUP/WAVX/YHOO. If we were here discussing the potential impact of a June launch of High-DTV cards on HAUP's bottom line, I would be a fool to short, as even I would be running out to CompUSA to get the first one in stock, just to watch Jay Lenno on a 16x9 aspect ratio screen. But that is NOT what is happening here, and even if/when HAUP does their HDTV card, access to NovaLogic chips by other card makers will make any HAUP product just another commodity.