C-Cube Message Board - Msg: 5364585

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Technology Stocks : C-Cube

CUBE 36.31

-0.9%

Dec 8 3:59 PM EST

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To: DiViT who wrote (34784)	7/30/1998 3:20:00 PM
From: BillyG	of 50808

More on system on a chip from the RS conference. They plugged RMBS, and it's up over 9. cbs.marketwatch.com <<New cheap computer technology faces delays By Binti Harvey, CBS MarketWatch Last Update: 1:31 PM ET Jul 29, 1998 Computer industry executives acknowledged Wednesday that the much vaunted "system-on-a-chip" technology, seen as the next wave of computer development, will take longer to design than expected.>> <<SNIP>> <<Jennifer Smith, BancAmerica Robertson Stephens analyst, believes the technology is still evolving, and investors will likely have to wait some time to see the benefits. She recommends investing in companies that are developing services to facilitate the transition, such as LSI Logic Corp. (LSI), and electronic design automation companies and intellectual property companies such as Rambus (RMBS).>> LSI Logic is not benefitting from the plug.

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