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

To: jerryrom who wrote (31557)	3/28/1998 7:14:00 AM
From: j g cordes	Read Replies (1) \| Respond to of 50808

JR.. of all three articles, it "seems" IBM's entry into the market poses the biggest challenge to CUBE... however. Fishkill has so much unused production space that they need to manufacture anything and everything there. If there were slightly more population in that area it would be a good mall site with plenty of parking. As the INTC article points out, its the sub 1000 pc with operational dvd that's the target for next year and beyond. IBM obviously wants to bring that outsource inhouse... which makes CUBE all the more attractive as a stock for the rest of the PC market and as a takeover candidate.

To: jerryrom who wrote (31557)	3/28/1998 8:55:00 AM
From: John Rieman	Respond to of 50808

TCI is still selling pieces of it's boxes. $40 or $50 per box from BankAmerica/Intuit............................. ijumpstart.com TCI's [TCOMA] Investor's Conference last week not only reinvigorated most analysts' bullish outlook on TCI but also on the cable industry as a whole, says Laura Martin of CS First Boston. "What I think TCI did was get you to think that the risk/reward ratio is better than we thought," she says. The implication of the BankAmerica [BAC] deal is that other advertisers could join in to further subsidize the next-generation DCT-5000 boxes, she says. In fact, TCI pres Leo Hindery said he hopes to do a couple more similar deals by the end of the year until the $275 box cost approximates that of analog boxes, about $150-$170. TCI will receive about $40-$50 from BAC for each installed box.

To: jerryrom who wrote (31557)	3/28/1998 12:50:00 PM
From: John Rieman	Respond to of 50808

Same article. 300+Mhz PC's don't do DVD in software................ Of course, even with so many similarities, no two PCs are exactly alike. For example, some top-of-the-line speedsters still don't offer a DVD-ROM drive--probably because at this point there are few software programs in that format, though a DVD-ROM drive will run your existing CD-ROM programs and play DVD movies and audio CDs. The Dell, HP, Micron and Quantex systems have DVD-ROM drives, along with MPEG-2 DVD decoder cards or integrated decoder chips; software DVD decoding is possible in systems with 300- or 333-MHz processors, but it taxes system resources too heavily to be a viable option. A dedicated card or chip takes the load off even the fastest CPU, and so should provide smoother, better-synchronized DVD video playback. Three of the four systems with hardware decoders also have both composite-video-out and S-video-out ports (the Micron has a composite-video-out port only), allowing you to make a connection to your TV to view video and software content.