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Technology Stocks : C-Cube
CUBE 36.42+1.1%Dec 11 3:59 PM EST

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To: J Fieb who wrote (39161)3/7/1999 4:11:00 PM
From: J Fieb  Read Replies (2) of 50808
 
I have a couple Q. Thanks in advance for any answers....

1) Tom L.- He spoke of "market saturation" for encoders in the US market. The summary just posted doesn't suggest that. What did he mean?

2) Re; CREAF-Bob S. Recordable DVD is going to be here soon. CREAF never wanted to help CUBE to become branded(like in China) and so never anounced them as a silicon provider and put a sticker over the ZiVA so not too many could read it. They want to be free to change solution providers. CUBE to SIGMA to someone else next yr? Now you say that they have no interest in the DVx chip. If it takes a lot of time to design in a chip the DVx must follow that rule 4x over or more. Now it has been stated on this thread that CUBE lost the Tivo-Replay slot because of the PCI bus being too expensive, ie being tailored to the PC end of the biz. Could they loose the CREAF because of the same reason? Is this another Sony slot? Bob S., do you know who CREAF is working with on recording?

I'm eager to read about WinHec's Win 2000 TV reference designs....and hoping that that might clear some of the digital fog........
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