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Technology Stocks : C-Cube
CUBE 38.61+0.3%3:59 PM EST

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To: BillyG who wrote (17143)6/18/1997 8:50:00 PM
From: J Fieb   of 50808
 
I was rereading the CUBE/Adaptec release;

c-cube.com

and I was hoping someone could answer a Q or 2 to make sure I have it right.

Many digital camcorders are on the DV format which is similar, but not the same as MPEG2?

Could CUBE turn DV to MPEG2 if someone wanted them to?

If E4 works well would it threaten the DV standard?

Also
Paul Saffo, the director of the Institute for the Future, is featured in July 97 Red Herring. .........."We are now in a period of accelerated change-a period characterized by "waves of creative destruction," to use a phrase of Karl Shumpeters(Gilder uses this quote also
The industry most affected is the personal computer sector. The PC has peaked out and is heading into decline, something new is being born, and all the companies that make money off the personal computer boom are struggling to diversify.......Speed goes to small companies who have nothing invested in the old world"

We know that Gilder likes CUBE's chances and though Saffo didn't speak about digital video it seems as though he would like their chances also. It seems confusing sometimes but the fact that CUBE/DIVI had legitimate reasons to be at NAB, Supercomm96, PC EXPO, and E3, either as exhibitors or speaking, all in the span of a few months is kind of amazing.

Also I found this post from AOL useful:
ubj: PC EXPO
Date: 18 Jun 1997 16:23:35 EDT
From: ALEX DA
Message-ID: <19970618202300.QAA27693@ladder01.news.aol.com>

As I had promised, we took the drive to New York today and visited PC EXPO, but most importantly the CUBE Booth. Am I glad we did. I have never felt better about my investment. We were able to capture the ear of several CUBE employee's for better than 1.5 hours. We did not hold back. They were polite and very informed about all aspects of the company. There were several bits of exciting information shared, but for obvious reasons , had there
limits.

There is some type of announcement scheduled for tomorrow about DVD.

MVP
The MVP was great. Retails for about $ 350.00 and the uses are limitless. Video e-mail, full motion web pages, grandkids to grandma. You name it with full 30 frames per second.
2 products were on display. Videonics Python and Aver MPEG Wizard.

DVD
Also on display was a PC with a DVD-ROM and CUBES SecureView Chip playing a movie on the PC screen as well as a TV. CUBE was adamant about them being the only hardware or software provider that is licensed by the DVD Consotium. Cube engineers
broke the Zoran Software application in 10 hours. It is very possible that the Cube Secureview solution with the disk copy protection applied during the encoding could become the standard. And if any electronics manufacturers want a product on the shelf by this Christmas, guess who's products will be used. CUBE has had dialog with every studio in Hollywood including Disney. Time Warner has embraced DVD and it is expected
to be 1000 titles out by Christmas. CUBE gets a list of newly released titles every day.
Disney is happy with the Secureview approach and is waiting in the wings.

CODEX
Cube has a Codex now as we speak. The problem is that the price point of $ 50.00 will take a little time. They estimate by mid 98 to be there. No one is even close including IBM and the likes.

VCD
The second most important thing in a Chineese family other than the refridge is a VCD player. Cube was caught off guard by ESST but has regained most all of there customers
through some pricing relief, but most of all because of ESST chip problems and their inability to decode lots of discs.

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