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

To: BillyG who wrote (101)	12/11/1997 6:08:00 AM
From: CPAMarty	Respond to of 324

U S West's Broadband Group Merges With Time Warner's Net Access techweb.com (12/10/97; 3:00 p.m. EST) By Andy Patrizio, TechWeb <Picture>ANAHEIM, Calif. -- Officials from the U S West Media Group said Wednesday that its broadband subsidiary, MediaOne Express, is merging with Time Warner Cable's Road Runner, the company's cable Internet access service, in an announcement at the Western Show cable TV conference here. The joint venture will have 45,000 initial cable Internet customers with a potential of 27 million homes available for their service. The majority of the coverage area includes most of the East Coast -- including New York, Boston, Atlanta, and Miami -- with expansion planned across the United States. A lot of specifics have not been determined at this point, company officials said. The name of the new company, who will lead it, and whether it will be a separate entity have not been specified yet. The joint venture, however, will begin operation in the first quarter of 1998, officials said. Each company is continuing to add roughly 1,000 customers each week, company officials said. "MediaOne has built the high-speed backbone, and Time Warner has built the content, so this is a complementary fit," said Doug Holmes, executive voice president of MediaOne. Their plan is also to sign up cable TV affilfitates, which will place the venture squarely in the market area where @Home is making inroads. @Home provides high-speed Internet access and content, and sells them to cable TV companies. Small and medium-sized businesses are the targets for the joint venture because high-speed Internet access through cable is significantly cheaper than through T1 lines, Holmes said. "Bringing it together now before any one of us went further made sense," Holmes said. MediaOne does have some content offerings, Holmes said, but it has not been a huge effort. It it will be easy to merger the content together, he said. Although Time Warner has the capability to provide set-top boxes, the real opportunity is in the PC market, said Glenn Britt, president and chief executive officer of Time Warner Cable Ventures. "That's where the customer interest is, and that's where we're going to focus in the coming months." <Picture: TW>

To: BillyG who wrote (101)	12/12/1997 1:52:00 PM
From: Maya	Read Replies (2) \| Respond to of 324

BillyG Why does Cube slide? It is not the cashflow and the contribution of the Asian situation to the slide has to be limited. Looking at the growth charts, it is obvious that for Cube there has not been any growth for the past year. Unless it proves again by posting some real growth numbers, the market is not going to appreciate it. The potential may be there, but the proof is in the pudding. In the case of the Asian problem, companies in countries such as Korea find it hard to get money for expansions. It may take several months before they can go back to their original expansion schedules. It will affect capital expenditure related companies such as Kulicke and Soffa. It will be a positive for companies such as Micron. Koreans wouldn't be able to build more and more chip plants and dump all the chips that they can produce. With the currency problems, they will be in a level playing field with non-Asian manufacturers. While you all keep talking about the Asian problem, I am not able to see how it is going to affect Cube directly? Reduction of consumer demand for VCDs due to currency problems? This will take longer and won't be dramatic. Since a TSMC won't be able to expand faster, Cube may have to find other alternatives in case they have to have further capacity. Foundry costs could go higher in the future, but the costs will be passed on to the consumers. Could you throw some light at the Asian situation and Cube? BTW, banks such as Citibank know somewhat about the extent of the problem but are keeping quiet. Japanese banks' fiscal year ends in March (?). At that time Japanese banks may come out and state their losses due to the Asian flu causing further problems for the world markets.

To: BillyG who wrote (101)	1/8/1998 11:00:00 AM
From: Maya	Read Replies (1) \| Respond to of 324

Though the growth rate has come down the past year, Cube is listed amongst (124) top 500 growers (5 years : 2246): biz.yahoo.com Thursday January 8, 9:02 am Eastern Time Company Press Release America's Fastest-Growing High Technology Companies Are Announced by Deloitte & Touche LLP Integrated Process Equipment Corp. and Cascade Communications Corp. Lead 500 Companies Identified Across the United States by National Study SAN JOSE, Calif.--(BUSINESS WIRE)--Jan. 8, 1998-- Deloitte & Touche LLP announces the fastest-growing technology companies in the United States for 1997 as determined by its national Technology Fast 500 awards (the full list of 500 companies follows this release). Phoenix-based Integrated Process Equipment Corp. (Nasdaq:IPEC - news; IPEC) won first place with an astounding revenue growth increase of 71,136 percent, while second-place winner Cascade Communications Corp. (Ascend) of Westford, Mass., also experienced hypergrowth with a 41,686 percent five-year growth rate increase. Growth rates ranged from 71,136 to 485 percent, with the average growth rate at 2,495 percent. Roger McDaniel, president and chief executive officer of first-place winner IPEC commented on his company's phenomenal growth by saying, ''There was an early recognition of the need for machines to perform wafer planarization to enable the production of faster, more complex semiconductor devices. With a lot of hard work and close customer relations, IPEC has been able to lead the market in each of these.'' Second-place award winner Cascade Communications Corp. (Ascend) was also very proud of its success and recognition in 1997. ''We're helping to create a world where every computer has a simple and direct access to every other computer -- a world where data tone is as easy to access as dial tone,'' said Dan Smith, chief executive officer for Cascade. The list of winning companies shows that Northern California once again leads the country as a high technology hub, serving as a base for 16 percent of the Fast 500 companies. Massachusetts closely follows Northern California with 12 percent, followed by Southern California with 10 percent, and Virginia with 9 percent. The list also shows that technology companies are spreading beyond their usual locations. ''We are seeing new technology clusters emerging in states all across the country, states not traditionally known for having high technology industries. For instance, Missouri and Kansas are beginning to develop a technology core,'' said Mark Evans, national managing director for Deloitte & Touche's High Technology Group. Software companies dominate the Technology Fast 500, totaling 24 percent of the entire list. Software companies are experiencing especially strong growth in part due to the Internet boom and current demand for Internet-related products. These companies are taking advantage of rapidly growing market demand by producing Web- and intranet-specific products, such as site-authoring and maintenance tools, electronic commerce software, webcasting services and various Web and intranet utility products. A CEO survey was conducted as part of the Technology Fast 500 awards. Among the respondents, Deloitte & Touche found that 68 percent of Fast 500 CEOs who founded the company are still at the helm. Eighty-nine percent stated that high-quality employees were the number one factor contributing to their success, while 88 percent agreed that their biggest current challenge was finding, hiring, and retaining qualified technical employees. The Technology Fast 500 is a unique awards program that exclusively recognizes fast-growing technology companies. The companies are ranked by percentage growth in revenue over a five-year period. To qualify for the Fast 500 recognition, companies must have been in business for five years, with 1992 revenues of at least $50,000, and must be a U.S. company developing and/or providing technology products or services. Deloitte & Touche LLP is one of the nation's leading professional services firms, providing accounting and auditing, tax, and management consulting services through 23,000 professionals in more that 100 U.S. cities. Deloitte & Touche LLP is part of Deloitte Touche Tohmatsu, a global leader in professional services with more than 72,000 people in 128 countries. The 1997 Deloitte & Touche Technology Fast 500 Rank Company 5-Year City State Growth % 1 Integrated Process Equipment Corp. 71,136 Phoenix AZ 2 Cascade Communications Corp. (Ascend) 41,686 Westford MA 3 McLeodUSA, Inc. 32,429 Cedar Rapids IA 4 Optiva Corporation 31,943 Bellevue WA 5 International Network Services [Nasdaq:INSS - news] 23,605 Sunnyvale CA 6 InteliData 21,962 Herndon VA 7 IDT Corp [Nasdaq:IDTC - news]. 21,268 Hackensack NJ 8 Pacific Gateway Exchange, Inc. 20,203 Burlingame CA 9 Computer Concepts Corp [Nasdaq:CCEE - news]. 19,519 Bohemia NY 10 MELE Associates, Inc. 18,353 Rockville MD 11 Technology Applications, Inc. 17,934 Chesterfield MO 12 RS Information Systems, Inc. 15,628 McLean VA 13 CBC Distribution & Marketing, Inc. 14,517 St. Louis MO 14 Storage Computer Corp [AMEX:SOS - news]. 13,683 Nashua NH 15 Silicon Storage Technology 13,227 Sunnyvale CA 16 Premisys Communications, Inc. 12,844 Fremont CA 17 Raptor Systems, Inc. 12,532 Waltham MA 18 Fore Systems, Inc. 11,808 Warrendale PA 19 Base Technologies, Inc. 11,172 McLean VA 20 RF MicroDevices, Inc. 11,151 Greensboro NC 21 IBAH Inc [Nasdaq:IBAH - news]. 11,140 Blue Bell PA 22 Intelligroup Inc [Nasdaq:ITIG - news]. 9,711 Iselin NJ 23 Documentum, Inc. 8,853 Pleasanton CA 24 Pericom Semiconductor Corporation [Nasdaq:PSEM - news] 8,605 San Jose CA 25 Universal Systems & Technology, Inc. 8,591 Fairfax VA 26 Video Server, Inc. 8,149 Burlington MA 27 Ascend Communications, Inc. 7,491 Alameda CA 28 OAO International 7,448 Greenbelt MD 29 Sensitech Inc. 7,200 Beverly MA 30 Indelible Blue, Inc. 7,001 Raleigh NC 31 Telecom Solutions, Inc. 7,000 Lake Forest CA 32 Inhale Therapeutic Systems [Nasdaq:INHL - news] 6,931 Palo Alto CA 33 The Counsell Group 6,900 Boston MA 34 InnerDyne, Inc. 6,732 Sunnyvale CA 35 Mattson Technology, Inc. 6,560 Fremont CA 36 3-G International, Inc. 6,472 Springfield VA 37 Alkermes, Inc. 6,278 Cambridge MA 38 Edgewater Technology, Inc. 6,274 Wakefield MA 39 ARIAD Pharmaceuticals, Inc. 6,107 Cambridge MA 40 E*Trade Group, Inc. 5,984 Palo Alto CA 41 Hoveround Corporation 5,567 Sarasota FL 42 Alliance Semiconductor Corp [Nasdaq:ALSC - news]. 5,539 San Jose CA 43 Network Intensive, Inc. 5,512 Irvine CA 44 Excel Communications Inc [NYSE:ECI - news]. 5,492 Dallas TX 45 INDUS Corporation 5,440 Vienna VA 46 Amylin Pharmaceuticals Inc [Nasdaq:AMLN - news]. 5,268 San Diego CA 47 UNIFI Communications, Inc. 5,204 Lowell MA 48 PowerCerv 5,125 Tampa FL 49 AN-CON Genetics, Inc. 4,958 Melville NY 50 SA Telecommunications, Inc. 4,766 Richardson TX 51 Database Technologies 4,690 Newton MA 52 Eltron International, Inc. 4,687 Simi Valley CA 53 Coretech Consulting Group Inc. 4,639 King of Prussia PA 54 Art Technology Group 4,606 Boston MA 55 Sapient Corporation [Nasdaq:SAPE - news] 4,578 Cambridge MA 56 SEQUUS Pharmaceuticals, Inc. 4,485 Menlo Park CA 57 PixelVision 4,476 Acton MA 58 Glasgal Communications, Inc. 4,441 Peguannock NJ 59 GammaGraphX, Inc. 4,407 Waltham MA 60 Arrowhead Space & Telecommunications, 4,273 Fairfax VA Inc. 61 VIS Development Corp. 4,239 Waltham MA 62 Antex Biologics Inc [OTC BB:ANTX - news]. 4,032 Gaithersburg MD 63 America Online Inc [NYSE:AOL - news]. 4,014 Dulles VA 64 Pure Atria Corp. 3,997 Sunnyvale CA 65 i2 Technologies, Inc. 3,870 Irving TX 66 TranTech, Inc. 3,864 Alexandria VA 67 Clarify Inc [Nasdaq:CLFY - news]. 3,844 San Jose CA 68 Compunnel Software Group, Inc. 3,814 Iselin NJ 69 Westt, Inc. 3,804 Menlo Park CA 70 Vixel Corporation 3,794 Bothell WA 71 WinEstimator, Inc. 3,733 Kent WA 72 I-STAT Corp. 3,541 Princeton NJ 73 Trex Medical Corp [AMEX:TXM - news]. 3,538 Danbury CT 74 Intrex, Inc. 3,500 Durham NC 75 The Automatic Answer 3,447 San Juan CA Capistrano 76 DSP Communications Inc [NYSE:DSP - news]. 3,281 Cupertino CA 77 Applied Cellular Technology [Nasdaq:ACTC - news] Inc. 3,247 Nixa MO 78 ArrayComm, Inc. 3,196 San Jose CA 79 Lasersight Inc [Nasdaq:LASE - news]. 3,168 St. Louis MO 80 Insync Systems, Inc. 3,161 Milpitas CA 81 Reptron Electronics 3,124 Tampa FL 82 Technical Resource Connection, Inc. 3,122 Tampa FL 83 Houston Associates, Inc. 3,078 Silver Spring MD 84 Software Technologies Corporation 3,068 Monrovia CA 85 Remedy Corporation [Nasdaq:RMDY - news] 3,066 Mountain View CA 86 Spine-Tech, Inc. 3,063 Minneapolis MN 87 CellPro, Inc. 3,061 Bothell WA 88 Beacon Software Development Co., Inc. 3,050 Edison NJ 89 Brunson Communications Inc. 3,000 Philadelphia PA 90 Physician Computer Network 2,966 Morris Plains NJ 91 Sytel, Inc. 2,900 Bethesda MD 92 Casino Data Systems [Nasdaq:CSDS - news] 2,888 Las Vegas NV 93 Orion Network Systems 2,883 Rockville MD 94 Embrex, Inc. 2,852 Research Triangle NC Park 95 Export Software International 2,829 Chantilly VA 96 Teletek, Inc. 2,708 Las Vegas NV 97 Helisys, Inc. 2,707 Torrance CA 98 Logic Works, Inc. 2,680 Princeton NJ 99 Micron Electronics 2,671 Nampa ID 100 Radiant Systems, Inc. 2,646 Alpharetta GA 101 CFIS/Prosoft Systems International 2,634 Fairfax VA 102 Oravax, Inc. 2,633 Cambridge MA 103 Polyphase Corp [AMEX:PLY - news]. 2,588 Dallas TX 104 Rod Asher & Associates 2,567 Bellevue WA 105 Polycom Inc [Nasdaq:PLCM - news]. 2,549 San Jose CA 106 Able Telecom Holding Corp. 2,489 West Palm Beach FL 107 Pure Air Control Services 2,488 Clearwater FL 108 Preferred Networks, Inc. 2,458 Norcross GA 109 Force 3, Inc. 2,456 Crofton MD 110 Consolidated Technology Group Ltd [OTC BB:COTG - news]. 2,435 New York NY 111 Apex PC Solutions, Inc. 2,419 Woodinville WA 112 SMART Modular Technologies, Inc. 2,413 Fremont CA 113 NetScout Systems Inc. 2,404 Chelmsford MA 114 Glenayre Technologies Inc [Nasdaq:GEMS - news]. 2,404 Charlotte NC 115 Quality Consulting Services, Inc. 2,378 McLean VA 116 Citrix Systems Inc [Nasdaq:CTXS - news]. 2,372 Fort Lauderdale FL 117 Vivid Technologies, Inc. 2,369 Woburn MA 118 Incyte Pharmaceuticals, Inc. 2,356 Palo Alto CA 119 Spyglass, Inc. 2,330 Naperville IL 120 Bay Networks, Inc. 2,316 Santa Clara CA 121 Excell Data Corporation 2,316 Bellevue WA 122 PSS Group, Inc. 2,306 Reston VA 123 iMarket Incorporated 2,300 Waltham MA 124 C-Cube Microsystems Inc [Nasdaq:CUBE - news]. 2,246 Milpitas CA 125 Net Daemons Associates, Inc. 2,245 Woburn MA 126 PriCellular Corp. 2,218 New York NY 127 Zoltek Companies 2,186 St. Louis MO 128 SQLWare Incorporated 2,138 Reston VA 129 Caelum Research Corporation 2,135 Rockville MD 130 Peritus Software Services