| Moderated By: John D. White -- (Not Moderated) -- Started: 5/13/1999 11:26:00 PM Revision History |
This is becomming one of the hottest sectors on the street.
(Please - keep this thread is for facts, news links, and thought out opinions, NOT jibberish.) Tell us what they do and why they will profit.
Lets start with these:
Hot box makers: BOCI, GIC, MUCP, SFA
Chip makers: ANAD, CUBE, ESST, BRCM
Software: IATV, WAVO, WIND
Power supplies: AULT
This is a public portfolio:
Will add to it as we go.
This is a fantastic new market with all kinds of new things - interactive TV, betting, on-demand movies, e-commerce, e-mail in every room of the house - it goes on and on. Windows CE, JAVA, or ???. Intel, RISC, or ?????. Cable modem or information appliance???? I think there is some room for all of them. I have placed my bets - how about you?