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

To: John Rieman who wrote (49689)	7/22/2000 9:46:45 AM
From: JEFF K	Read Replies (1) \| Respond to of 50808

Hi John, how have you been? Some interesting PR from the T site, Any idea on how they relate to Cube ? CIBC's Mehra on Telewest's Set-Top Box Shortage: Comments London, July 21 (Bloomberg) -- The following are comments by Avnish Mehra, a high-yield debt analyst at CIBC World Markets, about Telewest Communications Plc's decision to stop trying to win new customers for its digital-television service because of a shortage of set-top boxes. The comments are part of a report to investors. ``Broadband operators are realizing that aggressively pushing the demand side of new media services without managing the supply side can prove costly. This cost comes in the form of loss of both investor and customer confidence and marketing dollars. Overall we feel that this phenomena is not limited to broadband/cable operators, but rather is part of a wider trend in the technology industry as demand outpaces supply for components like memory chips, optic fibers, etc.'' ``As a result, investors need to be aware of the potential pitfalls of investing in new economy companies and take a longer- term view of both the company and the market. We feel that the dramatic sell off in the Telewest stock is an overreaction and investors should look upon such events more as `buy' than `sell.' Opportunities.'' Jul/21/2000 13:02 ET

To: John Rieman who wrote (49689)	7/22/2000 9:48:32 AM
From: JEFF K	Read Replies (1) \| Respond to of 50808

BSkyB Statement on Set-Top Box, Memory Chip Supply: Comment London, July 21 (Bloomberg) -- The following is a statement dictated by a spokesman for British Sky Broadcasting Group Plc, Europe's second-biggest pay-television company, about the company's supply of memory chips and set-top boxes for digital satellite services. The statement follows a decision by Telewest Communications Plc, the U.K.'s No. 2 cable company, to temporarily stop trying to win new digital-TV customers because of a shortage of set-top boxes. ``Sky is not experiencing any shortages of memory chips or its digital set-top boxes. On the contrary, we have sufficient stocks of equipment to more than meet continuing consumer demand for digital television.'' ``The chip used by cable operators is also used in the production of mobile phones. It is a different type of chip to the one used by Sky.'' ``We constantly monitor the situation but, I repeat, we remain unaffected by the shortages which are blighting cable operators.'' Jul/21/2000 11:02 ET For more stories from Bloomberg News, click here. (C) Copyright 2000 Bloomberg L.P.

To: John Rieman who wrote (49689)	7/22/2000 9:51:34 AM
From: JEFF K	Read Replies (2) \| Respond to of 50808

Telewest on Set-Top Box Shortage, Affect on Sales: Comment London, July 21 (Bloomberg) -- The following is a statement issued by Telewest Communications Plc, the U.K.'s No. 2 cable company, about a shortage in set-top boxes needed to offer digital television. ``In common with the rest of the cable industry, Telewest is experiencing short-term problems accessing sufficient set-top boxes to cope with demand from customers for our digital service. There is currently a worldwide shortage of the flash memory chips needed for the boxes, which has slowed down production. We are working with our supplier, Pace Microsystems, to resolve this and they have assured us that normal supply levels will resume as quickly as possible. ``In the meantime, we have stopped actively marketing the service temporarily, but will continue to migrate existing analogue customers with current supplies and as further boxes become available. Moreover, in order to satisfy customer demand, we are continuing to offer our analogue service. Customers will be upgraded to the digital service when the supply bottleneck of boxes is resolved. ``We have forged ahead with preparing the network for digital and 90 percent of our network is now digital-capable. We will resume full-scale marketing of digital as the supply of boxes improves. Demand for our Active Digital service has proved extremely strong and we remain fully committed to rolling it out as quickly as possible to the greatest numbers of subscribers.'' Jul/21/2000 6:47 ET For more stories from Bloomberg News, click here. (C) Copyright 2000 Bloomberg L.P.