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

To: C. Niebucc who wrote (33895)	6/17/1998 3:37:00 PM
From: Bob Strickland	Read Replies (2) \| Respond to of 50808

If either of these reasons is true, you may see CUBE trade below $10.. If a China devaluation is the problem, we think CUBE will weather it well. OR IS IT SOMETHING ELSE? Endless rumors circulate on the collapse of the VCD business. Far more damaging would be the loss by Divicom of key Echostar business. Our understanding remains that the VCD opportunity is gradually declining, and Divicom's relationship with Echostar is firm. WE THINK THE STEEP DROP IS A MAJOR OPPORTUNITY, BUT.The timing is unattractive and our conviction is not 100%. The chip industry itself clearly is now looking at a 5% 2Q98 decline and facing the normal negative summer seasonals. Clearly, there is a heavily motivated seller in the market. Until a better understanding on the motivation of the seller emerges, a thorough reappraisal of CUBE's growth and profit opportunities is required. MORE NEWS AFTER FURTHER DISCUSSIONS WITH MANAGEMENT.

To: C. Niebucc who wrote (33895)	6/17/1998 7:14:00 PM
From: John Rieman	Respond to of 50808

Thanks for the Lehman report. Minerva, a C-Cube customer............. (old article) www8.zdnet.com Minerva Publisher to encode MPEG-2 By Kelly Ryer (kelly_ryer@macweek.com) MPEG decoders are proliferating, but MPEG encoders are still fairly rare. Bucking that trend, Minerva Systems this month will add MPEG-2 encoding capability to Minerva Publisher, the company's digital video publishing system. The MPEG-2 version of Minerva Publisher will cost $29,995 and reside on a Power Mac 7600 or 8500, which is not included. Its hardware-and-software combo encodes MPEG-2 video at CCIR 601 resolution that has been optimized for use with Digital Video Disc (DVD) technology. The company said it will provide other DVD-related options for the system later this year.