Surprised you guys didn't find this gem yet:
thestreet.com
Silicon Valley: Robbie Stephens Semi Conference: Game Over for LSI Shorts
By Marcy Burstiner, Jeffrey Hoffman and Cory Johnson
Staff Reporters
7/30/98 9:02 AM ET
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From the 'There You Go Again' Department
"In five years, analog video will be dead," proclaimed Alexandre Balkanski, chief executive of Milpitas, Calif.-based C-Cube Systems (CUBE:Nasdaq). Digital video disk players, digital satellite broadcasts and digital cable-TV set-top boxes will rule, and C-Cube's chips will power them all, he insisted here, predicting an explosion in sales.
Right.
As our own Herb Greenberg has pointed out many times, C-Cube's exploding market has been right around the corner for a couple a corners now.
Digital video, which offers superior quality and compatibility with the computer world, is no doubt the future. But is C-Cube? Conference host Robbie Stephens cautions that as the new technology takes off, C-Cube faces the potential for deep-pocketed competition and price pressures. C-Cube's stock closed the day up 3/8 at 17 3/8.
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