Belvedere Research

Zoran: Riding the Consumer Electronics Wave

Great write-up. I'm curious about one more driver that didn't make it into your analysis (and probably wasnt relevant at the time you published in your newsletter), and that's the end of the standards battle between HD-DVD and BluRay. Now that there's certainty, many are expecting it'll encourage consumers to dive in and replace their DVD players. That should be a positive catalyst.

That said, the consumer spending slowdown does give me concerns about such a gadget focused silicon player.