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

To: Stoctrash who wrote (38334)	1/21/1999 10:59:00 AM
From: Bob Strickland	Read Replies (1) \| Respond to of 50808

Sigma's decoder is that much better? sfgate.com

To: Stoctrash who wrote (38334)	1/21/1999 1:49:00 PM
From: BillyG	Read Replies (2) \| Respond to of 50808

Hey, hey, we're great at pointing out Cube's missteps, and they've had a few. Don't forget that they've done a lot of things right. The Divi acquisition was pure genius, and it was because the company had digital video tunnel VISION (one product company). CUBE has been a huge player in the VCD/SVCD market in China, which was largely ignored by other companies in the early days. ESST made a good run, Cube faltered, and then Cube regained its footing. It has been and continues to be a great market for Cube (even though some are too narrow-minded to imagine that there are huge markets in China). Cube has done well in the encoder market. It is a leader, and Divi has reinforced this leadership with customers such as Echostar and DirecTV. In the consumer MPEG-2 codec area, it received an endorsement and compliments from none other than MSFT and Bill Gates. Not too shabby. Yes, we are still waiting for commercial shipments of the consumer product. Yes, they should have had a consumer product before a PC product. Cube has been a player in the settop market long before settops were cool. It has big customers like CanalPlus, and now it has a partnership with Pioneer and 3Com. Not to mention the great synergy with DiviCom. Cube does decoders and it has a lot of decoder wins in both the consumer and PC marketplace. Yes it has made some mistakes. No, it doesn't have all of the market. No, it won't have all of the market. DVD is a huge growth market. This afternoon we'll find out just how well Cube has done in this area. The bottom line is that CUBE has made a lot more smart moves, in advance of its competitors, than dumb moves. That is because it always has remained focused on the digital video marketplace. It is a worlwide market. China was the first and largest market for digital video disc players, and Cube was there. Europe has been a leading market for digital settops, and Cube was there. Cube was there with DiviCom when the digital headend and uplink market took off. Cube remains a one product company. Digital video. There's not another company that has been around as long as Cube that can say this. But there are a lot of companies that are trying to figure out how to be a digital video player. It's been fun, it's been painful... and now let's hope that it's time to be profitable in terms of rising stock price. We'll know more after the CC. From CUBE's website: C-Cube laid the foundations... A C-Cube encoder chipset made possible the first digital satellite TV image in 1993. C-Cube introduced the world's first MPEG broadcast decoder chipset, the Emmy Award-winning VideoRISC Compression Processor, in 1995. C-Cube' s breakthrough DVx video compression architecture enabled the industry's first single-chip MPEG-2 video encoder/decoder in 1997. C-Cube makes it happen now... Worldwide, you'll find C-Cube silicon in leading professional editing and authoring devices. In digital service provider headend systems. In multimedia desktop and notebook PCs. In direct-to-home video set-top boxes. In digital video disk (DVD) and VideoCD players. And wherever digital video is created, communicated, and enjoyed. C-Cube is driving video's future... As TV, movies, filmmaking, video conferencing, home computing, distance learning, and other video applications converge and go digital, C-Cube will continue to provide solutions that make high-quality digital video practical and affordable