C-Cube Message Board - Msg: 8955636

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Technology Stocks : C-Cube

CUBE 37.23

-0.3%

Nov 28 12:59 PM EST

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To: Don Dorsey who wrote (39877)	4/15/1999 11:43:00 PM
From: J Fieb	Read Replies (2) of 50808

Thanks for all the thoughts and coverage of the report. Why a win announced on annual report day and not NAB? Nothing helps the price of a stock more than speculation. Win speculation wish list...... 1. Sony announces DVR based on C-cube single chip technology( Dream on?). 2. OK. The reality is that as far as CE electronics go JVC is CUBE's best customer(?). JVC announces DVR based on CUBE DVx tech. Replay and Tivo could get buried by familiar CE names. Pioneer would be A-OK also. 3. Comcast says that the MediaOne concept is the way that the whole organization should go and want more of the C-cube silicon based set-top solution. TCI says they will jump on the wagon too with the @home division(add 10+ points for this release!). 4.PC-DVR based on DVx- They are everywhere at NAB, at prices to high for home buyers, but Comdex isn't that far off.( No points to price but worth buying stock for) 5. DIVI takes the CUBE cash and makes a play for something major, but I'm not sure exactly what, but maybe they can do it from inside? Who would you like to see DIVI partner with more than anyone else? 6. Game machines- A major game company SEGA, SONY, signs on to ZiVA or AVIA. Could DIVI be in someones radar screen? Who's? CSCO? IBM? TXN? What's your best guess. What is on your personal wish list for CUBE/DIVI to accomplish over the next several months? Our old family dog used to chase rabits( or some other animal) in its sleep. It doesn't hurt to dream. PS This sort of speculation WILL help the stock price so make sure to add your contribution, and they might just take your suggestion.

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