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

To: CPAMarty who wrote (30016)	2/27/1998 2:58:00 PM
From: stockbug	Respond to of 50808

What we really need is a market maker who will decide there is more money in squeezing the shorts than picking up small stop loss sales.

To: CPAMarty who wrote (30016)	2/27/1998 3:00:00 PM
From: BillyG	Respond to of 50808

I see lots of possibilities for digital video on the PC with the new Intel 740 chip. For information on Intel's digital imagery products, see the link below: developer.intel.com This link shows one of the applications for Intel's CMOS image sensor. The picture looks like Dave's digital video box, except it needs links to the internet/DSS/terrestrial digital TV......... samsungcamera.com

To: CPAMarty who wrote (30016)	2/27/1998 3:08:00 PM
From: peter shi	Read Replies (2) \| Respond to of 50808

Cube is still under accumulation. Hold on!

To: CPAMarty who wrote (30016)	2/27/1998 3:17:00 PM
From: Bob Strickland	Read Replies (5) \| Respond to of 50808

If I was a money manager, would I buy C-Cube now? No. Why? Because Dell, Compaq, Intel are the money makers. Take a look at Dell's chart. It's a work of beauty over the past three years. Take a look at C-Cube's, it's a disaster. So why would I want Cube? Well, let's see... GROWTH???? 1. VCD Business. Not a lot of money to be made here. Hell, the ASPs are around $10 a pop. Not much chance of price increases either. Also, a drop in business in Q2 here makes EPS uncertain. 2. DVD. Market has not been made yet. Yea, a lot of good news, but people are just not buying kits for their PCs in large volume. Need more software on the market. Everyone and their grandmother has an MPEG2 decoder on the market, one chip or not. Massive competition. ASPs may go the way of VCDs if the competitive landscape gets more crowded, maybe not. If ZiVA is that good (I don't know if it is or isn't) maybe CUBE will do well here. 3. MPEG2 Codec. Great announcement last year, but who the hell is using it? Rumor here and there, but who are the customers? Where are the sales? 4. Divi...??? I don't know enough about them but have heard good things about growth. Bottom line: there doesn't seem to be much in terms of growth with this company until later in the year, if at all, so money is more productive elsewhere. Hey, I'd love to see Cube succeed, but the water is murky at best.