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To: Maya who wrote (42998)7/15/1999 4:39:00 PM
From: BillyG  Respond to of 50808
 
CC has started on the website. Lookabaugh's name announced first. The CFO reports first, then Tom, then CUBE semi.



To: Maya who wrote (42998)7/15/1999 4:41:00 PM
From: BillyG  Read Replies (1) | Respond to of 50808
 
Revenues driven by DVD and Divicom. Gross margin increase.



To: Maya who wrote (42998)7/15/1999 4:45:00 PM
From: BillyG  Respond to of 50808
 
receivables extended from 4x days to 6x days. $46.6M revenue from Divi!!!!!!!!!!!! Great Divi gross margins. Strengthened its #1 market share position. Deployments on 6 continents. More awards this year than last.

Future based on 2 directions:
1) point to multipoint networks (DBS, etc.)
2) 2-way cable systems.

International biz continues to expand. Rapid increase in interactive biz -- Media One and TWC. Cable and Telco customers.

"The video manipulation provider"