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

To: BillyG who wrote (28043)	1/13/1998 10:29:00 PM
From: John Rieman	Read Replies (1) \| Respond to of 50808

I haven't read up on Cable modems for about two years. I remember that the major problem with cable modems was shared bandwidth. Your the first on your block with a cable modem, great speed. A few more users, still good. But when everybodyelse is plugged in, big slow-down. Another hurdle is the old cable plant. Amplifiers are spaced to boost the signal to the home. They were one-way transmition only and need to be replaced. The new 750Mhz deployments solved this problem, and re-builds of current plants must be more than 1/2 completed. Shared bandwidth seems to place a limit on how much data your cable wire can handle. About 65 Million households in the US have a cable connection. Telephone has 595 Million copper lines in the US. Telephone lines are two-way, already. Sony will have a XDSL modem, too.

To: BillyG who wrote (28043)	1/14/1998 12:36:00 AM
From: Rarebird	Read Replies (3) \| Respond to of 50808

What will Intel's earnings do to the tech sector? I've just read everything on the Intel thread. Alot of irrational exuberance and hype, but some good insight. The fact is we are still in a BEAR MARKET! Bear market counter-trend rallies are violent on the upside. I see Intel openning very strong tomorrow and closing weak! On the other hand, it was good news! At this difficult stage in the product cycle and transition to Pentium II, along with pricing pressures, Intel has demonstrated that it is NOT a cyclical company in a cyclical industry! The PE will eventually expand later this year. On Monday I bought some CAI.B ( Continental Airlines ) at $44.5. I think there will be a nice run up to the earnings report on 01/20/98, (acoording to Zacks). On a personal note, I do love technology. In Greek ( Oh did those ancients know how to think! ) techne means " art ". The recent rise in semiconductor stocks is quite technical: they have put in double bottoms. In this environment, its safer and wiser to invest in larger caps. Micron Tehnology looks very intersting technically: it should be bought on pullbacks!