C-Cube Message Board - Msg: 5217319

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Technology Stocks : C-Cube

CUBE 36.31

-0.9%

3:59 PM EST

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To: Rarebird who wrote (34331)	7/16/1998 2:05:00 PM
From: Stoctrash	Read Replies (1) of 50808

Rare... geocities.com Excerp from morning Lehman report:: "DIGITAL VIDEO INCREASINGLY ROBUST. Our chief interest in CUBE is the strong position of its Divicom unit (35% of sales) in the emerging digital broadcast market. Divicom appears headed for close to 30% growth on the strength of demand for its TV broadcast digital encoding equipment. 40% of Divicom's sales are to Echostar, and we believe Echostar's commitment to capacity expansion remains very strong. Also, terrestial digital broadcasting has already begun in the UK, and Divicom is a benficiary. Within the next 6 months, an accelerated growth in US digital broadcasting should be under way, and we believe this could easily increase Divicom's served available market by 50%. Also, as previously highlighted, we continue to believe Divicom has an opportunity to add DirecTV to its customer list, potentially an even larger customer than Echostar. Opportunities for upside in digital settop boxes (6% of sales; CUBE's partnership with Matsushita/Panasonic position CUBE potentially as a supplier to TCI) and DVD (3% of sales) remain on track." and for fun geocities.com

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