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

To: DiViT who wrote (30123)	3/2/1998 4:50:00 PM
From: Brad Rogers	Respond to of 50808

SOX key to market; Intel in no rush with faster processors; bodes well for Cube. CNBC summarizing market today says semiconductors are leading gainer among industry groups this year and are key to continued advance of market and techs. SOX got hit today 11.80 to about 304 but still above breakout of about 289. Also emphasized message from Intel/Teradyne (Teradyne hit over 6 today): Intel is not going to faster processors as quickly as initially was thought by many; but Intel still expects to produce more chips. Message is clear: Intel's strategy is to capture the sub-$l,000 PC market and 200mhz-266mhz is plenty for this market. the new Intel graphics chip and DVD, including particularly Cube's hardware solution, which works great with this level processor, seem clearly to be integral parts of Intel's strategy. Ron.

To: DiViT who wrote (30123)	3/2/1998 4:50:00 PM
From: Don Dorsey	Read Replies (1) \| Respond to of 50808

Roger Ebert's comments on Divx Q. How can you possibly support DIVX? DIVX will place too much power in the hands of the manufacturer. They will know what you watch and when you watch it. Price fixing and censorship can run rampant. And just imagine, you won't be able to take your copy of ''Ishtar'' over to Gene Siskel's house for viewing, since DIVX is player-specific. If you've unlocked your copy of ''Casablanca'' in your living room player, you and your loved one can never snuggle up and watch it in the bedroom. DIVX is far too restrictive a medium, and especially destructive in the immature arena of DVD. Tom Thayil, Galveston, Texas A. I don't support DIVX. Where'd you get that idea? In my opinion, the format is dead before launch. To explain: DVD discs are the hot new technology that is being touted to replace VHS tapes; they are said to be nearly three times as good in picture quality, and contain all sorts of bells and whistles. You buy or rent a DVD disc just like you buy or rent a tape. There are 240,000 machines already in use, and disc sales are ahead of projections. But DVD's country cousin, DIVX, adds a hare-brained twist: They give you a disc that you activate over the telephone with your credit card, after which you can watch it a specified number of times. Then it goes dead unless you reactivate it. Incredibly, the advocates of this goofy format expect consumers to buy special $500 machines to enjoy this privilege (regular DVD machines won't work). The key reason DIVX is doomed is that home video profits heavily from two genres where repeat viewings are the norm: children's films and porno. Kids watch a video zillions of times, not just twice. Adult porno fans scarcely want to supply their name and credit card numbers over the phone.