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

To: John Rieman who wrote (39538)	3/29/1999 5:49:00 PM
From: J Fieb	Read Replies (2) \| Respond to of 50808

I 'doono JR, remember the exchange between DiVit and Cromac? Sounded like CUBE's focus on PC's and PCI bus made a CUBE sol to expensive? Therefore the SONY chip got the slot? Any help out there that CUBE pulled this slot out of the fire? Thanks in advance.

To: John Rieman who wrote (39538)	4/4/1999 3:21:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 50808

Some analysis from Upside.... upside.com Comcast Corp. Microsoft Corp.'s investment in Comcast fueled the cable industry's resurgence. The company then went on to make a fortune on Teleport Communications Group Inc. when it was purchased by AT&T (Comcast was a Teleport investor). Comcast's management, however, is spotty, and the company blows hot and cold on new technologies. Market Share Innovator Overseas Alliances Management Overall Score: 2.8 MediaOne Group Inc. No longer owned by a phone company, but can this cable company lose the telco mind-set and become a true "broadband" company? Along with Cox, one of the two best-run cable companies in the business. Market Share Innovator Overseas Alliances Management Overall Score: 2.8 CUBE/DIVI still isn't on enough radar screens, like Upsides segment on CABLE and DBS equipment. It pays to be an underdog that is embracing "open solutions"............... upside.com he Annual Upside/Downside Page 13: Cable and DBS Equipment When Bill Gates plunked down a billion dollars for a stake in Comcast Corp., the entire industry benefited. And the cable equipment market remains robust because so much infrastructure has yet to be built. Assume that half the 65 million cable-equipped households need an upgrade and that this upgrade will cost $1,000 per home: That equates to a $30 billion cable-equipment business. Our current settop boxes use 25-year-old technology. In the meantime, digital is coming, and when that happens, signal quality will improve markedly. General Instrument Corp. Partnerships with (and ownership by) cable leaders, along with real digital products, are helping to make this company No. 1. On the other hand, the digital settop box wars are far from over, and new entries are creeping in. This must be CUBE/DIVI/Philips/Canal+/Pioneer Market Share Innovator Overseas Alliances Management Overall Score: 3.8 Scientific-Atlanta Inc. (SA) Talks a good game and is making strong moves for the future but needs to make its much-talked-about digital products available to better compete with General Instrument. In short, the market is moving faster than SA A CUBE/DIVI advantage?. When the cable companies rewire America, SA may be an afterthought unless it can morph its dumb settop boxes into smart controllers. Market Share Innovator Overseas Alliances Management Overall Score: 3.4 Many other categories to read also........