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Technology Stocks : C-Cube
CUBE 37.36+1.2%Nov 26 3:59 PM EST

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To: Black-Scholes who wrote (41348)5/20/1999 2:06:00 AM
From: Carnac  Read Replies (2) of 50808
 
Interpret my comments as this: it is a complex problem, not cut-and-dry. I guess I'm filling out your 1st order Markov table on Cube. So when the next event comes along, like some maneuver, you can predict with higher probability what will happen next.

But this chicken/egg problem where you have the goal of a separate eCube and Divi.com should explain a lot of the Cube strangeness you have been witnessing. There are some things I like about Cube: the people -- yes, amazingly even The French Ones, and technical righteousness -- albeit with a tinge of arrogance. Yet there are other things which disappoint (execution). Overall it bores me, really.

Yes, I agree that Broadcom is overhyped by its fanatics. But not like Amazon or Ebay. (and I have friends who made $50M+ on that).

I just was never that impressed with TV/Com. Defections to GI and QualComm were high. Oak boxes and QPSK (satellite) was their strength, but this market is quickly saturating, and the growth is digital cable and the frills that brings such as internet telephony, TCP/IP. The semi-conductor key is: INTEGRATION. That is what Broadcom does a better job with, even though both Cube and BRCM work with the same limits (both are TSMC clients). Of course, BRCM is seriously missing video encode, but perhaps buyout budget for what they really need (transcode, not raw encode, and perhaps raw H.263+ encode) isn't dry just yet.

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