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

To: J Fieb who wrote (25548)	11/21/1997 8:42:00 AM
From: kech	Read Replies (2) \| Respond to of 50808

How do Cube's (Divicom's) encoders stack up to Lucent encoders. A recent deal by GTE in Ventura county features Lucent encoders. "Digital service is made available through new equipment at the "head end," the network's programming source, and digital set-top boxes in each customer's home or office. The network bandwidth is 750 megahertz; the analog spectrum is 50-550 MHz and the digital spectrum is 550-750 MHz. The head end equipment and set-top boxes (DCT-1000) are manufactured by NextLevel Systems. The StarSight on-screen program guide is a product of StarSight Telecast Inc. MPEG-2 encoders are manufactured by Lucent Technologies, which is also the system integrator and contractor. "

To: J Fieb who wrote (25548)	11/21/1997 9:44:00 AM
From: J Fieb	Respond to of 50808

From the same Issue, I found some value in Elias Moosa's piece, Market Cycles, Timing is Everything..... upside.com ......New Technology Cycles Unlike capacity cycles, new technology cycles happen frequently and are easier to identify. They can kick up the octane levels on the rising edge of any of the other cycles, but they can also be unforgiving to those left with yesterday's technology. Given their explosive nature, new technology cycles can be particularly fruitful for well-informed investors. The penetration of new technologies within a large and growing installed base follows relatively clean "S-curve" patterns. Technology upgrade cycles are easier to anticipate and profit from than capacity cycles, which can become a game of chicken for investors. The massive PC industry, with hundreds of millions of machines worldwide, is a fertile platform for deploying new technology. Wireless phone markets and networking hardware markets also contribute to a growing pool of installed technology bases. During the past few years, we've seen several instances of technology upgrade cycles in the PC industry.