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

To: j.m. walsh who wrote (35446)	8/24/1998 6:46:00 PM
From: BillyG	Read Replies (2) \| Respond to of 50808

I heard that Japan is shipping over 1 million DVD drives per month to the U.S., and that over 95% of those drives are for PC-DVD rather than consumer DVD players. PC-DVD is where the action is.

To: j.m. walsh who wrote (35446)	8/24/1998 8:49:00 PM
From: John Rieman	Respond to of 50808

European Cable growth.............................. inside-cable.co.uk FROST & SULLIVAN OPTIMISTIC ABOUT EUROPEAN CABLE -------------------------------------------------------------------------------- The European cable industry is entering a period of resurgence stimulated by telecommunications liberalisation and the emergence of digital TV and related interactive services. In regions with a strong independent cable sector, events are more likely to follow trends in the UK, where a multi-service environment is already established and cable has become a major force in telecommunications as well as television. These are the main conclusions drawn in a new study by Frost & Sullivan, the international marketing consulting company, which values revenues in the total European cable communications market at US$7.33 billion in 1997, forecast to accrue revenues of US$19.6 billion by the year 2004. The study anticipates strong growth in telephony over cable in regions with a significant independent cable sector. Where these markets have a low cable penetration, telephony services are expected to stimulate rapid expansion in subscriber numbers. Digital television is expected to stimulate increased subscriber revenues but at lower growth rates than for telecommunications services. The full revenue potential of digital television is less predictable. Data and Internet access over cable is expected to be fragmented by the continued use of conventional telecommunications services for these purposes and by the appearance of Internet access as part of the expansion of digital television services. The Frost and Sullivan report also defines the major potential impact on the speed with which cable develops of the national telecommunications regulators. Issues such as inter-connection agreements and charges, number portability, subscriber ownership and pricing controls are all at an early stage of resolution in most mainland European markets and can be expected to take some time to bed down. These issues have taken a number of years to resolve in the liberalised UK environment. The evolving role of cable is encouraging cross-border activity by large telecommunications operators, utility companies and financial institutions. In parallel there has already been consolidation in the European cable industry as investment costs mount and the prospect of a large long term return escalates.