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

To: Brad Rogers who wrote (26840)	12/17/1997 10:00:00 PM
From: BillyG	Respond to of 50808

Brad, thanks for the TCI/NLV conference call number. I listened to the rest of the call after I shut down my PC. Dinner was good. Here are my notes from the rest of the call. The DCT-1200 is currently deployed. It sounds like the DCT-1000 and DCT-2000 are also deployed. All of the DCT-xxxx boxes are being manufactured in Taiwan, and they commented that most of the components come from Taiwan (I hope that includes certain MPEG2 decoders made at TSMC!) There was a question as to whether the settops, which incorporate cable modems, would take the place of stand-alone cable modems such as those manufactured by @Home. They said that was an interesting question, and it would be "interesting" to see how it develops. They made two points: 1. The marginal cost for adding cable modem circuitry to a digital settop box is in the tens of dollars, whereas the cost of a standalone modem is hundreds of dollars. (A two-way digital settop box already has a digital receiver, a transmitter, a microprocessor, and memory.) I hadn't thought of that one. 2. There will be a need for standalone cable modems in office-type environments where there is no need for TV services.