| To: chris431 who wrote (1109) | 1/15/2000 11:51:00 AM | | From: Fred Mah | | | |
I can definitely see Nvidia coming back into audio, though it's probably going to be with some of their integrated designs that go into chipsets (graphics/audio/CPU chipset). This way would be far easier to deal with because the volume is already there since the audio would just piggyback on top of the integrated graphics chip sales.
As far as Aureal, well they now have good retail exposure. I saw soundcards based on Vortex chips at Best Buy, Fry's, Officemax, OfficeDepot, and CompUSA. The question is what quarter can they get in the black. |
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| To: Artslaw who wrote (1112) | 2/10/2000 10:05:00 AM | | From: john w. toigo | | | | |
Well, I own it and can't figure either. Quiet chat room to be sure! Earnings should be good with all the new game titles, PC give-aways that included AURL, etc. I wondered if the deal yesterday between SIII and Nvidian (?) had anything to do with the run-up. Clearing out the lawsuit may free up management to work on MA activity. read that Nvidian interested in the 3D sound business. AURL is a plum waiting to be picked - hope not until mucj higher levels! |
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| To: robwins who wrote (1114) | 3/14/2000 12:08:00 PM | | From: john w. toigo | | | | |
Robwins: Sorry for the late reply. Been traveling and then keeping my eye more on RMBS, ELON, SPYG than AURL. No G2 on a buyout, but it makes good sense. Fundamentals should be much stronger now that SNE has launched Playstation II and MSFT countered with their own proposal. Game space should stay VERY active for several years as new titles get written for SNE and then MSFT. Between that and the conversion to interactive TV, HDTV, and set top boxes; AURL should be looking at huge growth opportunities. Hard to predict from here without knowing their plans, but IMO maybe 10 times the market cap? Good technical base formed in here from which we should move into the mid teens very soon. |
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| To: Eric mulay who wrote (1117) | 3/14/2000 9:06:00 PM | | From: john w. toigo | | | | |
Eric, Et Al > Unreal day, I'd say. AURL showed real strength in an ugly tech sector day. Forgot ot look at the volume today, but the price movement says somebody wants to own this stock. Certainly isn't much interest here on the thread. Nothing under "Messages" on YHOO. Is the "chatter" somewhere else - or not at all? Does anyone have an idea id AURL software is compatible with the Playstation II. I know SNE featured A3D in their top o' the line PC's but I didn't find any references to PSII and AURL when I did a search of the SNE home page. Any Clues? Any price predictions? |
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