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

To: stockbug who wrote (28595)	1/23/1998 2:44:00 PM
From: John Rieman	Respond to of 50808

More Pegasus sales today......................................... www5.zdnet.com Seven cable ops to deploy Scientific-Atlanta set-top boxes By Peter Lambert January 23, 1998 11:25 AM PST Inter@ctive Week Online Seven of North America's largest cable operators will join Comcast Corp. and Time Warner Cable in deploying Explorer 2000 two-way, Internet-capable, digital set-top boxes from Scientific-Atlanta Inc. beginning in July. The most recent deal signals the cable industry's intention not to be tied to any one set of vendors. Last month, Comcast(CMCSA), Cox Communications Inc. (COX) and Time Warner (TWX) joined Tele-Communications Inc.(TINTA) in a $4.5 billion order of set-tops from S-A competitor Next Level Systems Inc. featuring Microsoft Corp.'s (MSFT) Windows CE operating system and Sun Microsystems Inc.'s (SUNW) JavaScript, but deployments of those boxes are not expected before 1999. "Operators recognize that Scientific-Atlanta has an 18-month lead in developing and deploying two-way digital set-tops," said Michael Harney, vice president and general manager of digital video systems at S-A, which will host a press conference later today. The commitments expected today from Adelphia Communications Inc., Cox Communications, Marcus Cable and U S West Media Group's MediaOne in the U.S. and from Cogeco Cable Inc., Le Group Videotron Ltee and Rogers Cablesystems Ltd. in Canada follow a $1 billion, million-unit Time Warner two-way box purchase order issued two years ago to S-A, Pioneer New Media Technologies Inc. and Toshiba America Corp. Comcast also ordered an unspecified number of the boxes last year. "After a few months of offering digital channels, we plan to introduce two-way interactive services, such as e-mail and Web browsing, by this summer," James Rigas, executive vice president of strategic planning at Adelphia, said in a statement. Purportedly complying with the Cable Television Laboratories Inc. OpenCable specifications, the boxes feature digital video decoding, a downloadable PowerTV Inc. operating system, a high-speed Internet Protocol channel, Ethernet output, and HyperText Markup Language and JavaScript applications interfaces, as well as a 54-million-instruction-per-second Sun MicroSparc processor. The new deals, which include associated network equipment, do not specify contract values or unit volumes. S-A said the operators "can order additional Explorer set-tops for deployment at any time." Launch markets so far specified include Baltimore (Comcast); Buffalo, N.Y. (Adelphia); Birmingham, Ala.; Fort Worth, Texas; Glendale, Calif. (Marcus); and Burlington-Oakville, Ontario (Cogeco); Montreal (Videotron); and Toronto (Rogers).

To: stockbug who wrote (28595)	1/23/1998 3:15:00 PM
From: Cameron Lang	Read Replies (1) \| Respond to of 50808

Bug, don't blame you for feeling a bit frustrated. But you gotta look at this in perspective. One analyst downgrades CUBE, and only to "long term buy," not to hold, sell, whatever. Maybe he listens to the conference call, interprets that most of the big action will occur second half 1998 (fair enough), and to him, that sounds a little long term. You say that "under normal terms" CUBE should be rebounding now, what with announced wins, potential wins, positive outlook--maybe that's true. But these are not normal terms. CUBE is a bit of a technical/psychological nightmare: lots of bad memories, and those relentless shorts. And the overall market's been choppy at best and still suffering from asian flu. So this analyst and a bunch of other investors want to wait for DVD--and the entire digital revolution--to really get under way. Not everyone knows--as you do, as this thread does--that this revolution is a certainty, that in fact it is already happening. So we can take this minor hit today, and wait for better days, right? Good luck!