C-Cube Message Board - Msg: 7190134

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Technology Stocks : C-Cube

CUBE 35.87

-1.2%

3:59 PM EST

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To: J Fieb who wrote (38131)	1/9/1999 2:13:00 PM
From: J Fieb	Read Replies (1) of 50808

If the following is true than it is far more likely for CSCO to buy than Phillips or SONY........... GI and S-A Post For-Sale Signs Rumors about the sale of cable equipment suppliers General Instrument Corp. and Scientific-Atlanta Inc. swirled around the industry in December. The list of potential buyers and/or investors has been said to include Lucent Technologies, Cisco Systems, Philips, Motorola and others. Sony has already purchased a 5-percent stake in GI. While news outlets have speculated that these technology giants would make such a move to capture early digital set-top sales in North America, this simplified assessment misses the boat. The real assets of GI or S-A are their industry stranglehold on digital cable headend floor space and set-top conditional access systems. We need to look at DIVI from this perspective to see if it can get more of this "floor space"

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