C-Cube Message Board - Msg: 3287869

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Technology Stocks : C-Cube

CUBE 36.91

+1.7%

Nov 25 3:59 PM EST

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To: Nevin S. who wrote (28902)	1/28/1998 10:48:00 PM
From: BillyG	Read Replies (1) of 50808

Nevin, if you think that CUBE is a hardware company and Zoran is a software company, you had better check again. How much microcode do you think is in a CUBE chip? How much hardware do you think is in a Zoran chip? Intel, Sun and others make good hardware, but they don't have DVD solutions. Part of CUBE's competitive advantage is that it has developed closely coupled hardware/software solutions and squeezed them into single chips. It is not too easy to do well, which is why other companies don't do it very well. Thanks for your comments -- you need to reconsider your hardware/software analysis, though.

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