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

To: John Rieman who wrote (30612)	3/9/1998 3:52:00 PM
From: Larry Brew	Respond to of 50808

John, << DVD's vs cars >> There is truth in what you say. It's hard for me not to see the 1st marketmaker being good old hi-tech USA. Next to food, nintendo did seem to be 2nd on the list. 3rd world living is quite different. Fuel costs are also extremely excessive. When forced to stay home due to economics, entertainment is vital. I stand corrected. Even in Japan, economically successful, although they're in a recession, owning an automobile is stature. You can't own one without a place to park it. It's led to home stacked garages for those with 2 cars. Places like the Philippines and Thailand are 3rd world cultures I've seen that seem to have no solution to their crony ways. Even there, nintindo was big. My apologies. Now, what about Cube? Long term looks ok, but what's this short term dive? Larry

To: John Rieman who wrote (30612)	3/9/1998 4:34:00 PM
From: DiViT	Respond to of 50808

Akihabara showcases Richard Doherty 03/09/98 Electronic Engineering Times Page 51 Copyright 1998 CMP Publications Inc. A quick dash through Tokyo's Akihabara late last month shows that not all Asian economies are in the doldrums. The hottest TVs: new Sony Vega systems with NTSC DSP circuitry that doubles perceived vertical and horizontal resolution. Consumers were lined up three deep admiring-and buying-the latest in sub-4-pound notebook PCs. Digital still-image cameras are hot. Hotter still: Japan's newest digital delivery system: the new consolidated PerfecTv TV service Nowhere else on Earth could one scrutinize Olympic imagery side by side on Hi Vision (high-definition analog), digital satellite, analog satellite, digitally enhanced NTSC and NTSC sets. If U.S. retailers can match this showcase this fall, when HDTV and digital-TV transmissions begin, then American consumers will be in for a wonderful buying season. Twenty-five million new TVs are bought each year and many will be digital TVs, 16:9 HDTVs and PC-based home-entertainment systems. This month, many eyes will be focused on Microsoft's Windows Hardware Engineering Conference (WinHEC) in Orlando, Fla., where designers of desktops, servers, workstations and notebook PCs will find new company in the form of entertainment PCs, set-top PCs, palmtop PCs and car PCs. The first two will draw the majority of interest from hardware designers, silicon architects and the consumer-electronics arena. With the ink still drying from a Windows CE set-top contract that could touch 10 million cable-homes in the near future, designers are eager to see what other features they can count on building in for Cable CE. Game-system designers, DVD drive makers and modem-system vendors (for cable plants that are not two-way and require a phone-line uplink) are eagerly awaiting the high sign from Microsoft that these boxes can be expanded into game systems, interactive transaction terminals, printers (for producing on-the-spot coupons and event tickets), DVD movie and DVD -ROM infotainment players and for peripherals we haven't even heard of yet. WinHEC happens scant days before the TV broadcasters meet in Las Vegas, and a month before the National Cable TV show in Atlanta, where the full impact of Microsoft's CE platform contract win with TCI will be better known. Key questions remain, such as how will Sun's Java fit in? Which CE processors will be favored, and will these boxes handle forthcoming digital-TV signals? -Richard Doherty directs technology market research at the Envisioneering Group. He can be reached at rdoherty@envisioneering.net.

To: John Rieman who wrote (30612)	3/9/1998 10:02:00 PM
From: DiViT	Respond to of 50808

TSMC is having a great Q1, wonder if it has anything to do with VCD or DVD chips... TSMC is a foundry for Cube Taiwan Semicon sees sales spike By Reuters Special to CNET NEWS.COM March 9, 1998, 4:15 p.m. PT TAIPEI, Taiwan--Taiwan Semiconductor Manufacturing Company said its February sales rocketed an annual rate of 132.4 percent to T$5.284 billion ($163 million), reflecting its growing capacity. "The increase is mainly due to a sharp increase in our capacity compared to a year ago and because our business outlook his improved," the company said in a statement. Taiwan Semiconductor, the world's leader in made-to-order "foundry" chipmaking and Taiwan's leading semiconductor maker, gave no details about the expansion of its capacity. The company said in late February that its manufacturing capacity would increase 40 percent in 1998, the second year of a 10-year, T$400 billion capital expansion drive. The February sales total did not exceed the monthly record of T$5.45 billion, set a month earlier. It said January and February sales combined rose 123.3 percent year-on-year. The statement gave no detailed measure of what it described as its improved business outlook. Taiwan Semiconductor has said its production lines were fully booked for the first quarter, but that it was too early to say how the company would perform in the second quarter. The news comes amid a generally sluggish period in the chip industry, in which many companies have put off plans for expansion. In the microprocessor market, Intel recently preannounced its earnings would fall 10 percent below expectations, while rival Advanced Micro Devices expects similarly poor results. Memory market prices remain depressed; exacerbated by the Asian currency crisis, memory makers have put off the transition to 64-megabit chips. Story Copyright c 1998 Reuters Limited. All rights reserved.