C-Cube Message Board - Msg: 1636344

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Technology Stocks : C-Cube

CUBE 37.68

+1.7%

Jan 9 9:30 AM EST

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To: Ian@SI who wrote (17321)	6/22/1997 6:49:00 AM
From: Bilow	of 50808

"1. Specific purpose Hardware is usually cheaper and faster; and, with time becomes even more cheaper and faster. (Moore's Law)" The same law applies to general purpose hardware. And general purpose stuff has freedom that special purpose machines don't. Intel has been very good at replacing special purpose hardware with CPU speed. As an example, x-86s have a pretty good showing in the game market, but (unlike game machines) they never included a graphic sprite engine. "2. Software migrates into hardware not vice versa." Functionality migrates back and forth between them. The basic concept of RISC is a migration of what once were hardware functions back to software. Also the main competition of high-speed graphics cards is not other high-speed graphics cards, but instead Intel's faster processors. Intel can throw a lot of engineers and a lot of wafer production at a general purpose computer problem. Another example is FPGAs. But your conclusion is correct. I have no doubt that software decoding ain't gonna run fast enough on the majority of 1997 machines. P.S. I think that the institutions are going to dump back into this stock soon after June 30, but not before. This would indicate July calls.

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