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

To: John Rieman who wrote (27728)	1/7/1998 10:20:00 PM
From: Peter V	Read Replies (3) \| Respond to of 50808

Well, home theater is a different animal. You get your dolby digital receiver, DVD player, five speaker surround plus subwoofer, and you've got amazing sound. But guess what? Joe Six-pack ain't gonna buy that either. You bring up a good point and I agree that when DVD players reach $250, and someone needs to replace their CD player (as opposed to their VCR) the DVD player will be the logical choice. Notice how it comes back to price ... I keep harping on this pricing thing, and some people have accused me of being an economist or accountant. I'm neither. I just go into the local Best Buy and see who is buying things they can't afford on those credit cards that will eventually lead to bankruptcy. Joe Six-pack and company are streaming into those Wal-Marts and buying lotsa stuff, but it has to look affordable to them. CUBE can't sell millions of DVD chips without millions of DVD players flying off the Wal-Mart shelves. You and I can run a DVD-ROM drive to our television set, but JSP can hardly program the VCR, he'll need that cheap DVD player. With ZiVA, maybe he'll get it.

To: John Rieman who wrote (27728)	1/7/1998 11:20:00 PM
From: Rutgers	Read Replies (1) \| Respond to of 50808

John <<When the price of a DVD Player reaches $250, and a CD player costs $150, what's the better buy? You might want to keep your old VCR for a few years. So you can still time shift. The best option is to buy a DVD-ROM drive and run it to your TV.>> I like the way that you think. That's why I am long both CUBE and Creative. First, Creative, as you know, makes the number one rated PCDVD-Rom Drive, at least according to the Jan. Issue of PCWorld. Second, during the holidays, COMPUSA was letting you walk out the door with one of the Encore's at $299. Third, for $299, you got the Encore with CUBE inside. Fourth, you can run it to your TV. So, you see, you can have it right now! Similar to CUBE, CREAF has experienced a recent slide [finished at $17.625 today], but starting tomorrow, I look for an uptrend to begin that will run past earnings (on or before Jan. 23 and CEO has said that he is comfortable with the number), past the Montgomery tech conference and through the Goldman Sachs conference.

To: John Rieman who wrote (27728)	1/8/1998 7:08:00 AM
From: CPAMarty	Read Replies (2) \| Respond to of 50808

Dell Lands Huge PC Contract ( 1/07/98; 1:43 p.m. EST) By Marianne Kolbasuk McGee , InformationWeek techweb.com Ford Motor signed a multimillion-dollar deal to buy more than 10,000 PCs from Dell, which beat out IBM, Gateway 2000, and other major PC vendors for the contract. Ford buys most of its PC products, including servers, desktops, and laptops, from IBM and Dell, a Ford spokesman said. "We're trying to simplify the complexity of the procurements as the cost of supporting all these products goes up," he said. Dell won this latest contract based on price and Ford's "previous good experience in dealing with Dell," among other factors, the spokesman said. The PCs, most with 32 megabytes of RAM and 200-MHz Pentium processors running Windows, will be used initially for Microsoft Office, e-mail, and Internet applications by users in Ford's Dearborn, Mich., facilities, the spokesman said. The desktops may also be used in other larger IT initiatives the company is evaluating, he said. Although Ford has a number of large desktop procurements during most years, the Dell deal, signed about a week ago, is "unusually large," he said. Financial terms of the contract haven't been completed.