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

To: let who wrote (40121)	4/24/1999 10:09:00 AM
From: J Fieb	Read Replies (2) \| Respond to of 50808

let, If you read the above releases the set top technology itself probably doesn't figure highly in the decisions but, MediaOne-Unlike other cable co. they have an infrastructure ready for 2 way high-end systems, ie ones the CUBE/DIVI set top and head ends can shine in. So they can pay more because they won't have so much upgrade cost? No matter who buys them they will want to capitalize on this structure and it bodes well for CUBE/DIVI........ Hoping that those DIVI/USWest seeds planted yrs. ago start to bear fruit soon!

To: let who wrote (40121)	4/24/1999 10:32:00 AM
From: John Rieman	Read Replies (1) \| Respond to of 50808

Let, The MediaOne deal and Open cable systems are just a sign of things to come. In the Summer of 2000, settop boxes will hit the retail shelves. They all need to use open systems. If you buy a Pioneer/Philips/Sony, or a GI/SFA box, they will need to work in all cable environments. The encription part will be a plug-in. Cable Systems have a lot of debt. They need to get the settops off their balance sheets. Malone has been preaching this for a couple years. The boxes that sit on top of TVs will be the consumers choice, Not the MOS's. Combo boxes, like DVD/Digital Cable or Replay/Cable box will make a lot of sense. As for Intel, yes, they would like to own C-Cube. So would many others. C-Cube doesn't need the cash, and their largest asset is their employees. No fab, or other physical asset. The only way to buy C-Cube is a friendly deal. C-Cube is not interested.