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Technology Stocks : C-Cube
CUBE 37.54+1.6%Nov 7 3:59 PM EST
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To: John Rieman who wrote (49689)7/22/2000 9:46:45 AM
From: JEFF K  Read Replies (1) of 50808
 
Hi John, how have you been? Some interesting PR from the T site, Any idea on how they relate to Cube ?

CIBC's Mehra on Telewest's Set-Top Box Shortage: Comments


London, July 21 (Bloomberg) -- The following are comments by Avnish Mehra, a high-yield debt analyst at CIBC World Markets, about Telewest Communications Plc's decision to stop trying to win new customers for its digital-television service because of a shortage of set-top boxes. The comments are part of a report to investors.

``Broadband operators are realizing that aggressively pushing the demand side of new media services without managing the supply side can prove costly. This cost comes in the form of loss of both investor and customer confidence and marketing dollars. Overall we feel that this phenomena is not limited to broadband/cable operators, but rather is part of a wider trend in the technology industry as demand outpaces supply for components like memory chips, optic fibers, etc.''

``As a result, investors need to be aware of the potential pitfalls of investing in new economy companies and take a longer- term view of both the company and the market. We feel that the dramatic sell off in the Telewest stock is an overreaction and investors should look upon such events more as `buy' than `sell.' Opportunities.''

Jul/21/2000 13:02 ET
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