C-Cube Message Board - Msg: 11699324

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Technology Stocks : C-Cube

CUBE 36.29

+1.9%

Nov 21 9:30 AM EST

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To: Stoctrash who wrote (46509)	10/25/1999 5:27:00 PM
From: DiViT	Read Replies (3) of 50808

Guaglianone said............. "Once we are in, we will be much harder to replace" " Does the reverse also hold true? Since Cube is already in, are they much harder to replace? <g> "because all the firmware/software development will have gone inside iCompression's chips." Does that mean they still need firmware? Cube switched to a Sparc because customers didn't programming a custom CPU took to long. "The encoding business is in flux now," Guaglianone said. Fueled by growing interest in personal video recording systems designed by companies such as TiVo and Replay Networks, the demand for truly cost-effective consumer encoding chips has taken off more dramatically than anybody expected 18 months ago. I think we heard about DVxplore about 18 months ago... "Once we are in, we will be much harder to replace" Didn't Alex B. say that at one time? Or was that Clinton?

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