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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: Grantcw who wrote (42623)	7/6/1999 4:09:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

Grant, the creative loss was to "upgrade kits." That's it! That's a dying market obviously. CUBE's ZiVa gets all of Dell's new boxes and Gateway's new boxes and quite a few others. Not to mention DVD players (Samsung, etc.) which are selling extremely well. AND - hardware DVD is NOT losing market share to software DVD as predicted. In fact it's gaining market share (apparently Compaq is dumping their soft DVD because of chronic customer complaints). STB's are taking off. I was just in France and Italy and Canal+ is all over the place with their STB's. I had one in my hotel room. In the U.S., one way or another, STB's will/are taking off.