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

To: Stoctrash who wrote (37058)	11/3/1998 1:30:00 PM
From: JEFF K	Read Replies (2) \| Respond to of 50808

Fred, Have you seen any changes in analyst recommendations yet? I would imagine this might help put a few in the Cube camp :-)

To: Stoctrash who wrote (37058)	11/3/1998 2:24:00 PM
From: DiViT	Read Replies (2) \| Respond to of 50808

Chip Recovery Shows Unusual Uptick techweb.com (11/03/98 8:59 a.m. ET) By J. Robert Lineback, Semiconductor Business News Worldwide semiconductor sales are increasing at a much stronger rate than typically seen at this time of year, according to new market data released Monday by IC Insights. The Scottsdale, Ariz.-based research company said the high month-to-month growth rates from July to September show the uptick in chip sales is much more than a seasonal increase, and it provides more evidence that the next boom period has begun. IC Insights said total chip revenue exceeded $12 billion in September, up from the recession's low point of $8.95 billion in July. Using a three-month rolling average, the market researcher concluded semiconductor sales in September were 4.3 percent higher than they were in August. During the 1990s, the average increase has been 2.3 percent between September and August, according to IC Insights. "The IC industry is currently in the embryonic stage of the next boom period," said analyst Bill McClean, president of IC Insights, which drew a skeptical reaction in August when it predicted an end to the industry's three-year slump. Most market researchers and industry managers agree chip sales have picked up since July, but many are still waiting to see if the increase will hold through the first quarter of 1999. IC Insights, however, is declaring the full recovery has begun, and it's forecasting modest sales growth in 1999 at 10 percent, followed by 24 percent in 2000 and 30 percent in 2001. Using a three-month rolling average, IC Insights said chip sales worldwide totaled $10.24 billion in September compared with $9.82 billion in August. IC Insights said semiconductor sales in the Americas increased to $3.49 billion in September from $3.31 billion in August. In Europe, sales grew to $2.37 billion in September from $2.24 billion, and Japan's chip revenue slightly increased to $2.03 billion from $2.004 billion in August, according to the report. Chip shipments in the Asia-Pacific region grew to $2.36 billion from $2.26 billion, said IC Insights. Compared with a year ago, chip sales in September were lower -- $10.24 billion vs. $11.83 billion in September 1997, said the research company. However, IC Insights said the month-to-month comparison was more important in determining the market's performance in the future. In addition to the increase in chip sales, IC Insights said it anticipates concerns about the year 2000 software bug will begin to have a positive impact on electronic-equipment sales beginning next year. If Y2K-mandated purchases of new electronic equipment becomes a significant factor, it will result in additional electronic-equipment and semiconductor sales increases beyond the above forecast for the year 2000 and 2001, IC Insights said.

To: Stoctrash who wrote (37058)	11/3/1998 8:51:00 PM
From: BillyG	Respond to of 50808

Cable, consumer groups agree on DTV interface spec By George Leopold EE Times (11/03/98, 11:53 a.m. EDT) WASHINGTON — The cable industry and consumer electronics manufacturers have agreed on a baseline specification for compatibility between digital TV receivers and set-top boxes, they announced on Monday (Nov 2). The absence of a compatibility spec had threatened the introduction of next-generation digital TV sets, which are expected to be ready early next year. The National Cable Television Association and the Consumer Electronics Manufacturers Association (CEMA) said they have completed extensions to the baseline IEEE-1394, a.k.a., Firewire standard. The inter-industry consensus was reached in response to a call by the Federal Communications Commision for the two groups to reach an accord on a digital TV interface spec by Nov. 1. In a letter to FCC chairman William Kennard, the two groups said "we believe that some consumer electronics manufacturers may produce 1394-enabled digital television receivers with content protection technology for retail distribution by November 1999." The groups also pledged to continue working on a scheme to ensure that copyrighted material sent over the new digital interface is protected. CEMA president Gary Shapiro had hinted earlier that Hollywood studios would delay the release of films to be shown by networks on their new digital channels until a copy protection scheme was in place. eet.com