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Technology Stocks : C-Cube
CUBE 35.84+1.4%12:59 PM EST

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To: BillyG who wrote (17131)6/17/1997 7:52:00 PM
From: Manuel Vizcaya   of 50808
 
Nice to see this CUBE/DIVI announcement today with Telefonica/Televisa. These are probably the two most influential Spanish speaking companies in the business and if all goes well could lead to a fruitfull long term relationship. Telefonica has substantial investments throughout all of spanish speaking South Amercia in local telcos. Televisa is by far the largest spanish broacast network in the world including large investments in Brazil. There should be a large potential for further deployments in South America. Does anybody think Telefonica will perform an "exhaustive and thorough technical analysis" in selecting their next launch or go directly to Divi? What about Televisa, they could be a good customer by themselves?

Spanish launch to be completed by September 1, should favorably impact 3Q. This work must have already begun, or can this system be deployed in only 2 months? Anybody know the potential value of a contract of this type, 100 channels means 100 encoders, No? Any answers to these questions would be appreciated.

Thanks and good luck to all.
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