C-Cube Message Board - Msg: 4015092

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Technology Stocks : C-Cube

CUBE 37.53

-0.2%

Jan 30 9:30 AM EST

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To: Stoctrash who wrote (32004)	4/9/1998 12:39:00 PM
From: C. Niebucc	Read Replies (4) of 50808

Hey, freddy. I just finished reading the Lehman report... and now I feel tingly all over! A couple of surprises for me that maybe you digit heads can explain. * Initiating Coverage With A 2 Outperform Rating; Price Target $27. * C-Cube Trades At A Record Low Valuation. Our $1.05 1998 Estimate May Be Conservative. Target Range Of $23-$28 By End Of 1998. * Digital Video Is Key Driver For Chip Industry In Upcoming Years, And Cube's MPEG Video Compression Leadership Positions It Well To Catch This Wave. * We See Numerous Potential Upside Surprises. Two Examples: (1) Divicom Subsidiary To Capture Second Major DTH Customer? (2) C-Cube To Second Source Key Digital STB (Settop Box)? There was also a mention of a partner I didn't expect: General Instrument's DigiCipher II conditional access technology for their digital STB rollout attracted considerable attention, and that attention intensified with TCI's selection of General Instrument as well. Less attention has been paid to the inclusion of MPEG-2 and the issue of future second sources. TCI's desire to maintain control of its equipment budget suggests C-Cube could be well positioned with its partner Panasonic to serve as a second source for General Instrument's future STBs. Isn't Panasonic the same as Matsushita? Doesn't Matsushita have it's own decoders?

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