Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BillyG who wrote (34827)	7/31/1998 2:51:00 PM
From: DiViT	Respond to of 50808

Try Mediaplayer <grin> it plays it fine for me... But then I do have a high speed connection.

To: BillyG who wrote (34827)	7/31/1998 2:51:00 PM
From: Tyler Mayoras	Read Replies (1) \| Respond to of 50808

Frankly, I am a quite surprised everyone is so down. I think the Rocker Partners news of them covering their shorts is the best news Cube has had in a while. That coupled with a strong earnings release in a seasonal down quarter and the coming Christmas season (with the release of Titantic) make me very excited for Cube. Incidently, from inside sources, they are going to begin stocking stores with Titanic videos in late August, so DVDs should follow shortly thereafter. Yes, I agree Cube IR department has had some missteps, but the reality is the stock was not going to do well because the market foresaw 4-8 quarters of flat earnings during the VCD to DVD transition. So, I do not think a stellar IR department would have made that much of a difference. My opinion of Alex's meeting with Marc Cohodes is positive. Keep in mind that Rocker Partners is an institutional investor. As such they are likely often granted interviews with company CEOs. While they have been a Cube short historically, they could easily become a significant long. The most important element of the meeting is the fact that Marc has been Herb Greenberg's consistent source of information to slam Cube with. Herb has been relentless and this has made it very difficult for the stock to recover even in the face of improving economics. I believe that offering the olive branch, at this time, is very wise. Ultimately, Cube's stock does not need Herb on its side to rise, but it certainly needs a much less vocal or silent Herb. Alex's past arrogance has fueled both Marc and Herb's fire regarding Cube. I take Marc's statement that Alex exhibited a much more humble approach regarding Cube and its future as a huge positive. In my mind this might be the turning of the tide. Just my opinion but I think Alex may have gotten institutional religion.

To: BillyG who wrote (34827)	7/31/1998 3:27:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 50808

Billy, Played OK when I listened to it. Perhaps posting the link on this thread has kicked the **** out of their server temporarily ????

To: BillyG who wrote (34827)	8/1/1998 9:05:00 AM
From: J Fieb	Read Replies (2) \| Respond to of 50808

"Divicom has a relationship with all of the telcos." I guess we should follow all the developments Bell Atlantic, GTE join carriers' merger mania Seidenberg and Lee emphasized that one of the key areas where the merger would accelerate technology would be in the rollout of asymmetric digital subscriber line services. Both companies are strong proponents of ADSL, and can amortize equipment costs over a larger customer base now. It would really be nice to see DIVI do some video over these wires. Any chance of it happening? techweb.com