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Technology Stocks : C-Cube
CUBE 35.58-2.0%3:59 PM EST

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To: DiViT who wrote (19833)7/29/1997 11:36:00 PM
From: Rodger Wenzel   of 50808
 
David, FredE, everyone else what's your take on the NEC announcement.

I felt overall that the announcement was pretty weak. PB owns NEC, so what's the point?? It seemed very redundant...

Did I miss something, or isn't this basically repeating the earlier PB win??

It bothers me when Cube makes announcements like this.

I know more bigger better announcements are on the way, but when I see this, It makes me wonder...

Yes, I do want them to hype everything to get the share price up, but this seemed like a stretch.

Also on a more technical side. (decode only)
For MPEG-1 you currently have 2 major players, and a bunch on niche players.
MPEG-1 is less complicated then MPEG-2
MPEG-2 would appear to have everyone and their brother able to produce a solution.
WHY OH WHY is there so much competition for this more complicated product, when no one gave a rat's about MPEG-1????

What I'm I missing in the above logic??? Thanks..
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