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

To: BillyG who wrote (25723)	11/26/1997 10:36:00 AM
From: Rarebird	Read Replies (1) \| Respond to of 50808

I've given you some real good logical analysis.Try reading! Credibility? I'm not part of the Cube Cult, which your a member of! Why will cube continue to slide? Read my words! Pricing pressures, intense competition, deflation in Southeast Asia, which will ultimately hit the Chinese currency, like it has hit Malaysia, Thailand, and Korea. I don't need the Cube cult's credibility. It will end and get shattered like most Cults do! Cubes slide should come as no surprise!

To: BillyG who wrote (25723)	11/26/1997 10:47:00 AM
From: Rarebird	Read Replies (1) \| Respond to of 50808

Your problem is you can't face the cold hard facts about the Ice Cube. Big time earnings depreciation in 98. I'm looking at a negative cash flow for Cube at 1.93 a share, courtesy of S@P earnings guide. How is Cube gonna survive the crisis in Southeast Asia, which is still in its early stages?

To: BillyG who wrote (25723)	11/26/1997 11:17:00 AM
From: peter shi	Read Replies (1) \| Respond to of 50808

BillG: only the fools stay for top dollars. Rarebird made good moves to get out at 28. Shorting at 28 is also the perfect timing. You never short a stock when it is breaking highs. You have to know a bit more TA to play the stock. The only reason I do not short cube is because I am afraid of sudden takeovers.

To: BillyG who wrote (25723)	11/26/1997 1:07:00 PM
From: John Rieman	Respond to of 50808

TriMedia.............................................. ijumpstart.com Philips Looks Beyond the PC for TriMedia's Future: Digital TV and Videoconferencing Are Target Markets <Picture><Picture><Picture> LAS VEGAS-The emerging Digital TV market could give PC component suppliers another - and perhaps more lucrative - market for their products. That's the revised business strategy Philips Semiconductors has undertaken for its TriMedia processor. After spending more than three years and tens of millions of dollars developing the chip, the company has yet to secure design wins with PC companies largely because of the $50 price tag and competition from Intel Corp.'s [INTC] MMX instruction set. When asked why the company was looking outside the PC market, Cees Jan Koomen, Philips senior vice president and general manager told Multimedia Week. "Do you see Intel allowing it next to MMX? I don't think so." Philips came close to sourcing the chip to Apple Computer Inc. [AAPL], however the fledgling company decided to nix models the chip was slated for, according to Philips officials. In an effort to recover R&D costs, Philips is targeting the Digital TV and corporate videoconferencing markets. Executives are hopeful TriMedia's audio, video and graphics capabilities will attract companies building those products, and that the $50 price considered too expensive by PC makers will be acceptable for higher priced hardware. The company has secured a design win with sister company Philips Consumer Electronics Inc. "Philips will base its digital television on the TriMedia products," Koomen said. With Philips' Magnavox brand among the top four in U.S. TV sales annually, the vendor relationship will help the semiconductor company start carving out a market in digital TV. Luciane Marques, director of marketing for TriMedia, said the company is talking to the top five OEMs in the TV business. Philips wants to send a message to TV makers that TriMedia can help them arrest control of digital technology from PC makers by implementing streaming media and other PC-like functionality into the big black box. "They believe their box will take over the other box, " Marques said. Philips executives envision a DTV with a 133 MHz TriMedia (TM-1100) chip offloading some of the bandwidth requirements of Internet applications like Java and VRML. The company demonstrated several such applications at Comdex last week. The first Philips DTVs on the market late next year, presumably Philips/Magnavox sets, will use the TM-1100, but the company plans a more powerful version for the fourth quarter of 1999. Philips' goal of making TriMedia "the Pentium of the living room" is overly optimistic, but the company's decision totarget DTV makers is sound. Non-PC Videoconferencing But DTV isn't TriMedia's sole focus. High-end videocon-ferencing systems sold to businesses are another category on Philips' radar screen. With systems selling for $5,000-plus, the market might be one that can absorb the relatively high cost of TriMedia and bring Philips the economies of scale it needs to bring the price down. In the short term, this product category represents a larger revenue source than DTV. Polycom Inc. [PLCM] will incorporate the chip into its ViewStation, which sells for $6,000. Additionally, Philips is working with more than a dozen OEMs developing video telephony applications and expects to announce wins next year. Despite reaching out to manufacturers in non PC markets, Philips hasn't given up on moving TriMedia into the desktop. If the company can bring down its costs, it could turn some heads in the PC arena. To that end, Philips has added MPEG-2 and AC-3 decoding capability to TriMedia for DVD playback. Affiliate Philips Electronics mastering and duplication business unit is selling that version in a new family of PC add-in cards called the TriCodec line. (Philips Semiconductors, 408/991-2332; Polycom, 408/526-9000.)