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

To: JEFF K who wrote (36263)	9/26/1998 8:58:00 PM
From: John Rieman	Respond to of 50808

The one-time gain this Q is a good point. They almost had your $.06 when they filed the 10Q. They have more now. Could be $.08-.09 this Q, but it's a one time gain. The repurchase of the bonds, that counted as shares reduced the share count. It reduced the debt, and cash was reduced by quite a bit less(12-13%). It was a good idea.

To: JEFF K who wrote (36263)	9/27/1998 8:17:00 AM
From: John Rieman	Respond to of 50808

TiVo's time shifted TV.................................. multichannel.com Ultimately, TiVo hopes to include its "extensible time-shifted architecture" and "viewergraphic profiling" techniques into commonly available consumer-electronics hardware, like TVs, future set-tops and DVD players. For cable, there are virtually no implications in terms of equipment needed at the headend or elsewhere, MacBeth said. That's because the TiVO center is "distribution-agnostic," and because consumers who want the service buy it and the box at retail stores. No formal arrangements with retailers, consumer-electronics firms or programmers have been forged yet, Jolna said. One likely candidate, however, is Home Box Office. Kevin Dowell, vice president of interactive ventures for HBO, confirmed the premium channel's interest in TiVo last week, saying, "We're interested in anything that adds value for our customers" -- in particular, TiVo's "pause" feature. When asked how such a deal may be struck, Dowell said it's unclear at this point. Initially, the TiVo center only handles one viewing profile, which could present a problem with families with vastly different TV-viewing habits, one analyst familiar with TiVo's plans said. Other analysts seemed more concerned with the price of the service and the box. "A $400-to-$500 price tag is pretty steep for yet another box in the house," noted Gary Arlen, an analyst with Arlen Communications, adding that he "likes the premise" of on-demand television. "I think that they've put together a very methodical, sensible system. Yet I still wonder about selling a $400 box that doesn't have a big brand name," Arlen said. Cynthia Brumsfield, an analyst with Kagan & Associates Inc., said she wasn't as concerned about the prices, particularly on the subscription side. "Consider that people spend $4 per title at the movie-rental store -- this is just over double that [for one month], for as much as you can watch," she said. "I find the whole concept fascinating," Brumsfield said, adding, "Obviously, a service that lets consumers save and retrieve TV programming on-demand is a killer app."