C-Cube Message Board - Msg: 14410787

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Technology Stocks : C-Cube

CUBE 35.84

+1.4%

Dec 24 12:59 PM EST

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To: DiViT who wrote (50035)	9/19/2000 1:40:30 PM
From: DiViT	Read Replies (1) of 50808

From my previous post: IBM's entrance into U.S. cable market was hailed as wide by Jay Srivasta, senior analyst for Gartner Group Inc.'s Dataquest, who said IBM's processors are suited for power-hungry Internet applications and the high-end set-top market that's likely to emerge as demand for digital-video recording and other applications heats up. IBM, he added, "doesn't want to participate in a low-cost market." Currently, he said, "IBM is not a big player in the set-top market at all," and has not been able to compete in a market where chip makers vie for low-end set-top business. Particularly in the satellite-TV set-top market, semiconductor manufacturers are under pressure to produce very low-cost silicon. IBM is not in the top 10 of either the satellite or cable integrated-circuit set-top markets, Srivasta said. Then in the recent release re: Cube 9600 he says: "Srivasta says C-Cube is just trying to maintain its position in a marketplace of fierce competitors like STMicroelectronics Inc., IBM and LSI Logic Corp." IBM (and LSI) fierce competitors?

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