From a GS upgrade in early Feb08
"Microsoft Vista’s continued growth (GS software analyst Sarah Friar anticipates at least a 100% yoy increase in Vista shipments in 2008) and a steady penetration rate of 75% for Premium editions should help Dolby grow its average licensing fees/unit and offset any unit shipment slowdown from macro concerns"
This would appear to indicate that DLB gets paid a royalty per Vista unit shipped AND that the GS analyst at least expects revenue from PCs to be up not down in 2008. In this same upgrade they projected that 30% of DLB revs would come from PCs for 2008
Just passing that along, don't have an opinion as to whether they are right.
Motley fool's articles are nothing more than opportunities for them to plug their newsletters. They have enticing headlines and are great at picking selective groups of stocks to support whatever case they are trying to make.
In terms of DLB I think they said it has projected 16% growth. I'll bet they average way in excess of that even if consumer slows a bit.
My thought is now that the HD-DVD/BluRay was is over people, like me, will finally get a BluRay player and start buying some BluRay DVDs. The only reason I hadn't picked one up with my HDTV is because I didn't want to get involved in a format war. I've had a Betamax and a LaserDisc player and movies - not again I promised myself.
That and the video game market will continue to grow, even in a weaker economy IMHO. It is relatively cheap form of entertainment when you look at price per hour of entertainment and every game I have has that DD logo.
?????????TV sales are suppose to be flat??????
Ummmm... In case you havent forgotten, digital goes into effect Feb 2009. All analog TVs will need a digital to analog converter. ($40+)
With the digital conversion approaching more people will be buying TVs this year and xmas should be a boom.
I agree mostly, except I too have been in many stores and I see the opposite. While shoppers may be fewer the concentrations are in the electronics sections. Walmart, Target, Toys R Us, etc.
I also noticed that none of these can keep Nintendo Wiis on the shelf after 16 months since they were introduced. Not to mention all the video games.
So even if PC sales takes a hit, video gaming would sure seem to make up for it.