C-Cube Message Board - Msg: 9171724

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : C-Cube

CUBE 35.90

+0.2%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Black-Scholes who wrote (40169)	4/27/1999 12:17:00 PM
From: DiViT	Read Replies (2) of 50808

"Is CUBE/DIVI evolving into a straight-up competitor with BRCM?" In some areas, yes. In particular, settop boxes. "Does CUBE/DIVI have the expertise NOW to do what BRCM does? Yes, all of it. "does BRCM have the necessary expertise it needs to do what CUBE/DIVI does?" Nope. BRCM doesn't have an encoder or Codec chip. BRCM doesn't have VCD chip. BRCM doesn't have DVD chip. BRCM doesn't have an encoder system. BRCM doesn't have the equivalent of DiviSys. The systems integration and support service part of Divicom. Cube doesn't have the settop box front end or cable modem. But they recently acquired a company that gives them the required technologies and cable related settop patents. By the way, the patents pre-date BRCM. However I don't know if they are applicable to any BRCM products. Cube doesn't have SA or GIC as settop box customers (yet). Cube does have SA and GIC as encoder systems customers.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next