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

To: DiViT who wrote (28764)	1/26/1998 1:18:00 PM
From: Don Dorsey	Read Replies (1) \| Respond to of 50808

This also doesn't go along with a back end loaded year. He is trying to lead us to believe CUBE told these analysts, not that most business will come in the second half of the year, but that business will be slower this year than last.

To: DiViT who wrote (28764)	1/26/1998 3:21:00 PM
From: Robert G. Harrell	Read Replies (2) \| Respond to of 50808

David, Apparently Zack's has only heard from ONE analyst, so far, who has reduced earnings. The following showed up on my Zacks overnight service: CUBE: BANCAM/ROB STEP decreased estimate for fiscal year ending 12/98 from $1.25 to $1.08 on 01/23/98 CUBE: BANCAM/ROB STEP decreased estimate for quarter ending 12/98 from $0.35 to $0.32 on 01/23/98 CUBE: BANCAM/ROB STEP made new estimate for fiscal year ending 12/99 of $1.42 on 01/23/98 CUBE: BANCAM/ROB STEP made new estimate for quarter ending 03/99 of $0.34 on 01/23/98 CUBE: BANCAM/ROB STEP made new estimate for quarter ending 06/99 of $0.36 on 01/23/98 CUBE: BANCAM/ROB STEP made new estimate for quarter ending 09/99 of $0.36 on 01/23/98 CUBE: BANCAM/ROB STEP made new estimate for quarter ending 12/99 of $0.36 on 01/23/98 Is this necessarily contrary to the good news you heard on the conference call if you assume the results of the good news don't really kick in 'till the second half of the year? Bob

To: DiViT who wrote (28764)	1/27/1998 6:41:00 PM
From: BillyG	Read Replies (2) \| Respond to of 50808

Matsushita admits that DVD encoding ain't that easy, and it delays its DVD-RAM drives by 3 months. And get this, they're having trouble with MPEG-1 encoding!!!...................... (Bet they wished they had dropped in a CUBE encoder) January 27, 1998 (TOKYO) -- Matsushita Electric Industrial Co., Ltd. said it would delay deliveries of its LF-D100J DVD-RAM drive, originally planned on Jan. 20, until the middle of April. The drive has attracted attention as a very large capacity media that can be bundled with MPEG1 image compression and editing software. Delivery was extended because of the delay in verifying the image processing software for the drive as well as the need to reexamine recording functions of the data. According to Matsushita Electric, performance was lower than expected when recording massive amounts of small-capacity files. "We did not have enough technological know-how regarding recording by universal disk format on DVD-RAMs," a company spokesman said. The LF-D100J is aimed at general users, so it requires operating verifications on several personal computer platforms. However, the company did not finish the verifications, so it delayed shipments. Matsushita also said it would extend deliveries of 2.6GB and 5.2GB DVD-RAM disk media, originally planned along with the DVD-RAM drive, until the middle of April. The delivery schedule of internal DVD-RAM drives for personal computer manufacturers, scheduled to start in February, also has been delayed. (Nikkei Multimedia)