C-Cube Message Board - Msg: 4573786

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Technology Stocks : C-Cube

CUBE 36.68

-0.4%

2:30 PM EST

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To: DiViT who wrote (33393)	5/23/1998 4:13:00 PM
From: Don Dorsey	Read Replies (3) of 50808

Unfortunately the lines of communication only open occasionally. A couple of points about GI: 1) Since GI owns 2 1/4 million shares of Broadcom, I would assume Broadcom would be the silicon of choice. It is possible that Broadcom's chips might not meet requirements, I'm not familiar with their technology. 2) There is an interesting quote in GI's annual report in big bold letters - "Joint ventures are being formed to supply the Chinese government in its plan to build a 'villages network.' This network is designed to bring educational and entertainment programming from China's two largest television broadcasters to as many as 800,000 villages, which represents most of China's one billion-plus population." It sounds like China is building the infrastructure to turn it into the largest video market in the world. This could be huge for CUBE.

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