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

To: Maya who wrote (29074)	2/3/1998 7:49:00 PM
From: John Rieman	Read Replies (1) \| Respond to of 50808

Yes Maya, Cube made it past a couple of numbers today. The $22 to $24 area is resistance. I think todays volume, on no news, means another takeover rumor. A take over isn't what management has in mind. At least not yet. The only real questions about C-Cube's role(I got it right, Yves!) are whether C-Cube can produce enough R&D $ to introduce products in all the digital video markets, and whether they can sell enough OEMs on their products. C-Cube has been smart in R&D, they are going after later generation products, that sell in volume. They were not in 1st generation DVDs and they have stated that they won't enter the HDTV market until the units are over 100K. On the marketing side, I don't know. ESS has made big inroads, and IBM seems to be feasting on areas of encoding where C-Cube isn't cost competitive. Q3 is when they start growing again. How fast that will happen is anybodies guess. Stable VCD prices would really help.