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

To: Stoctrash who wrote (50640)	2/15/2001 4:08:01 PM
From: Lane Weatherly	Read Replies (1) \| Respond to of 50808

Some late buying before close...only thing left for this POS is hope. Because mgt brainpower just isn't there. Need someone who knows what is going on to run this ship before it runs aground.

To: Stoctrash who wrote (50640)	2/18/2001 9:54:45 AM
From: Lane Weatherly	Read Replies (2) \| Respond to of 50808

Anyone catch George Gilder on CNBC Friday night? Most of the Power in Birmingham, AL was out this weekend due to storm, & just now getting back online to catch up. Can't seem to find anything on CNBC's website. Technically, CUBE looks good here. Maybe Gilder threw in a good word???

To: Stoctrash who wrote (50640)	2/18/2001 11:35:59 AM
From: John Rieman	Respond to of 50808

ESST's customer Raite, no longer ships to the US........... raite715.com Statement from company founder Ben Sudduth: "This is the DVD we have chosen to replace the Raite 715 which is no longer imported. We are delighted to have discovered this product. Not only is it extremely well made and with a multitude of features, it has a one year parts and labor warranty. That says a lot about quality. In addition, our personal warranty is 100% risk free. We WILL NOT have a customer who is not satisfied with our company, our service, or our products. If it doesn't meet your expectations....we take it back....no questions asked.

To: Stoctrash who wrote (50640)	2/18/2001 11:54:01 AM
From: John Rieman	Respond to of 50808

C-Cube customer TCL uses Zapex.......................... prnewswire.com TCL, A Major Chinese TV Manufacturer, Selects Zapex's Solution for Its Harddisk Recorder TV LAS VEGAS, Jan. 5 /PRNewswire/ -- Consumer Electronic Show -- Zapex Research Ltd., a wholly owned subsidiary of GEO Interactive Media Group Ltd. (LSE: GIM.L), announced today that TCL KING Electronics (Shenzhen) Ltd. has selected Zapex's MPEG video encoder solution for use in TCL's TV embedded Personal Video Recorder (PVR) and set-top boxes. TCL products are marketed in China, Europe, the Middle East and South America. Unlike regular VCR/TV combo sets, with the embedded PVR, the consumer has the option of "Time-Shifting" his viewing habits. He can freeze live TV shows and instantly view the action in slow motion or fast forward and resume from the point he stopped. At the same time, the PVR keeps recording the program in pure digital format. Mr. Zheng Yu, Product & Market Manager at TCL KING Electronics (Shenzhen) Ltd.: "Zapex has proven its excellent technical capability in delivering to TCL the Emblaze(TM) Technology, enabling us to build a cost effective digital audio video recorder in record time. TCL with its annual manufacturing capacity of 6 million TV sets approximately, is aiming to integrate this solution into their TV sets for the benefit of its worldwide customers." Mr. Elad Loker, Director of Zapex's Marketing & Sales: "GEO and Zapex, through their combined strengths, delivered complete, powerful solutions which allowed TCL to offer their customers a state of the art digital recording system for TV sets." In addition, he stated: "We appreciate the importance of the emerging Chinese market for any consumer electronic firm and have decided to focus our efforts on this key market." Inquiries: About Zapex Research Ltd. Zapex Research Ltd., a wholly owned subsidiary of GEO Interactive Media Group (LSE: GIM.L), is a semiconductor company specializing in highly integrated digital video chips and sophisticated VLSI for the consumer, mobile and cellular markets. Zapex designs and produces digital video chips and software under international standards such as MPEG2, MPEG4 and H.323/H.324. Zapex Research is headquartered in Netanya, Israel. Zapex can be reached at +972-9-865-8570, on the World Wide Web at zapex.co.il, or email at info@zapex.co.il. About TCL KING Electronics (Shenzhen) Limited TCL KING Electronics (Shenzhen) Limited is a subsidiary of TCL Holding Corporation Ltd. "TCL" brand TV has been ranked number 3 in China since 1996. Over the last 15 years TCL Holding Company Ltd has been developed into a multinational corporation and is ranked number 9 among the top 100 electronics companies in PRC. TCL manufactures and distributes worldwide 14" to 38" Color TVs, VCD, DVD, PDP color TVs, telephones, electrical accessories and computers. TCL can be reached at Tel: +86 755 6822671, or via the Internet at: tclking.com. SOURCE Zapex Research Ltd Web Site: zapex.co.il tclking.com

To: Stoctrash who wrote (50640)	2/20/2001 10:10:44 PM
From: John Rieman	Respond to of 50808

Non-PC semiconductor forcast....................... electronicnews.com PC Chip Slump to Continue This Year Midyear recovery expected for non-PC semiconductors By Jayant Mathew The semiconductor industry, with the exception of PCs, is expected to recover from the inventory overhang by the middle of this year, but the PC market will continue to face challenges for a longer period of time, said Drew Peck, semiconductor analyst with SG Cohen. Peck, speaking at the Wall Street analyst forum last week. He went on to say that excess capacity, inventory and slack consumer demand will plague the PC market. This is good news for semiconductor companies in the communications sector, but not for Intel Corp. and Advanced Micro Devices Inc. (AMD). "Intel and AMD have high capacity, inventory and every other week Intel is cutting prices," Peck said. "Average selling prices will not be stable." Since very little can be done in terms of technological innovation in PCs, the only selling point for PC chipmakers is price, and even Intel (nasdaq: INTC) is cutting prices at alarmingly short intervals. PC chipmakers such as Intel and AMD (nyse: AMD) will struggle to maintain their average selling prices, Peck said, because of weakened consumer demand for PCs. Earlier this year, AMD was confident it would increase the average selling price of its chips to between $90 and $100 but that now seems unattainable. Last quarter AMD's average selling price was $81. Intel follows an aggressive pricing strategy, mainly to push the Pentium 4, so much so that all Pentium IIIs sell for less than $300, yet still maintain a significant differential over Athlons of similar configuration. Intel sells more chips, but its pricing strategy will reduce its margins over time, Peck said. Last quarter, Intel's average selling price was $215 but that is expected to reduce to around $205, according to analysts, because of the larger die size of the P4 and greater demand for the cheaper Celeron. Peck sees a technological shift from the PC era to a demand-side era where there is dynamic demand and horizontal integration. He said the non-PC-related semiconductor industry is plagued by an inventory problem, not a consumption problem. "We are still seeing strong consumption by end-users," he said. Customers and contract manufacturers, in this case, hold most of the inventory. This was due to an inability of semiconductor companies to stop inventory build-up after the Asian financial crisis in 1998. "They should have stopped at the end of 1999," Peck said. Networking companies like Cisco Systems Inc. have built astounding levels of inventory, but in the handset market, technological innovation typically displaces an old product every six months. Peck is bullish on semiconductors in communications along with those supplying components to untapped markets like cable, DSL and wireless LAN markets. In addition, he said consumer electronics is expected to make a comeback for the first time in 25 years. However, he predicts a weak first quarter for all semiconductor companies.