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

To: Rarebird who wrote (34331)	7/16/1998 2:05:00 PM
From: Stoctrash	Read Replies (1) \| Respond to of 50808

Rare... geocities.com Excerp from morning Lehman report:: "DIGITAL VIDEO INCREASINGLY ROBUST. Our chief interest in CUBE is the strong position of its Divicom unit (35% of sales) in the emerging digital broadcast market. Divicom appears headed for close to 30% growth on the strength of demand for its TV broadcast digital encoding equipment. 40% of Divicom's sales are to Echostar, and we believe Echostar's commitment to capacity expansion remains very strong. Also, terrestial digital broadcasting has already begun in the UK, and Divicom is a benficiary. Within the next 6 months, an accelerated growth in US digital broadcasting should be under way, and we believe this could easily increase Divicom's served available market by 50%. Also, as previously highlighted, we continue to believe Divicom has an opportunity to add DirecTV to its customer list, potentially an even larger customer than Echostar. Opportunities for upside in digital settop boxes (6% of sales; CUBE's partnership with Matsushita/Panasonic position CUBE potentially as a supplier to TCI) and DVD (3% of sales) remain on track." and for fun geocities.com

To: Rarebird who wrote (34331)	7/16/1998 2:51:00 PM
From: William T. Katz	Read Replies (1) \| Respond to of 50808

[Off-topic] Speaking of major technical break outs: techstocks.com Image Entertainment (DISK) is one of the top 10 distributors of DVD, having been hammered in past because of declining (and continuing) to decline laserdiscs. Now they are turning to (buzzword #1) Internet direct sales for their LDs (and perhaps other media). With the volume and rise so far today, and rumors of news that they will buy an internet shop and couple it to their new automated warehouse (auto-pack and ship) in Las Vegas (to be operational this Sept), people think this will be KTEL-like. What does your technical indicators indicate? :)