C-Cube Message Board - Msg: 8742608

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Technology Stocks : C-Cube

CUBE 37.27

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10:32 AM EST

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To: John Rieman who wrote (39686)	4/6/1999 9:05:00 PM
From: J Fieb	Read Replies (1) of 50808

Another excerpt from Mark's MM...... Fast competition! The Panasonic/Quantum Quick View system, to be demonstrated at the National Association of Broadcasters show this month, is said by today's Consumer Electronics newsletter to be a form of hard-drive-based personal video recorder (PVR), like the Philips/TiVo and Replay Networks systems. The same publication also reports WebTV's planned introduction of a PVR at $499 (8-hour capacity), plus a $24.95 monthly fee. Consumer Electronics went beyond even my questioning last week of the Forrester Research conclusions about the impact of PVRs on broadcasting. They pointed out that RCA VCRs began offering a Commercial-Advance feature (better called a commercial-skipping feature) in 1995, and the "irony in concern over skipping commercials is that [the Replay Networks] and TiVo business models are sponsor based." By the way, the newsletter estimates that "at least 1.7 million VCRs with [the commercial-skipping feature] could be sold in U.S. this year, even as [the] feature makes [its] debut in Europe."...... ........Bring on the big CE names...But 24.95/mon fee from webTV, hopefuuly that includes the internet part too?

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