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

To: Don Dorsey who wrote (40202)	4/27/1999 5:50:00 PM
From: Black-Scholes	Read Replies (2) \| Respond to of 50808

"Divicom spinoff a possibility" !!!!!! I smell a SELIGMAN behind the curtain. Management has NEVER mentioned that possibility before.

To: Don Dorsey who wrote (40202)	4/27/1999 6:13:00 PM
From: Peter V	Respond to of 50808

<<Cube plans to make future acquisitions.>> I'd rather it had plans to be a future acquisition for about $60 a share! Hey, I can dream . . . (so far I've dreamt about all those lost profits from my fabulous CUBE investment . . . )

To: Don Dorsey who wrote (40202)	4/27/1999 6:41:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 50808

Re CUBEs' silicon ambition..sounds a little out there, but if they could really do it...... What Internet Bubble? Analysts Stay Bullish By Andrea Orr Reuters SAN FRANCISCO (April 27) - Who says Internet hysteria has gotten out of hand? Not the technology leaders and analysts gathering for the industry's biggest annual conference here. They are giving some of the rosiest forecasts yet for the Internet sector, saying that far from being concerned about inflated stock prices or consolidation, they have new reason to expect stock prices to keep climbing and the number of Internet companies to multiply. ''There will be explosive, viral growth,'' Hambrecht & Quist Internet analyst Daniel Rimer predicted during a panel discussion Monday at the start of the four-day technology conference his company is hosting. ''There will be an incredible wave of new companies that are just emerging. We're moving into a much more connected world.'' The Hambrecht & Quist conference is showcasing a record 315 high-tech companies to some 3,200 institutional investors and analysts in attendance. Many of the Internet companies making presentations are drawing standing-room-only crowds, prompting Yahoo! Inc. Chairman Tim Koogle to remark on Monday that it felt more like a rock concert than a business forum. But after a year when the prices of several Internet stocks rose 10-fold and millions of people migrated online, how could this level of growth be sustained, let alone accelerated? The answer, say some of the analysts who follow the sector, is Internet appliances. While most people still access the Internet from their PCs, a host of gadgets and appliances ranging from cell phones to pagers are being connected to the Internet, which Rimer said is fueling a new wave of growth for the industry. These ''smart appliances'' have been the talk of technology fans and visionaries since the earliest days of the Internet. Now they are becoming a consumer reality. Paul Noglows, another Hambrecht and Quist Internet analyst, said consumers can expect within the next year to see devices like cell phones that connect to yellow-page directories, pagers that send personalized news flashes on stocks, and hand-held organizers that enable you to buy and sell stocks without going near a PC. For Internet companies, this means new business challenges that could open lucrative new markets. Companies that provide content to Internet services and search engines will have the opportunity to package more specialized content for different appliances. Other opportunities for software and hardware makers will lie in finding new ways to deliver content to small devices with limited memory, display space, processing power and battery life. ''We really do believe the trend is all about the Internet permeating more than the World Wide Web,'' said Rimer. He projected that by 2000, the use of smart devices would surpass PC penetration. By 2002, he predicts, some 55.7 million devices will be shipped, almost 10 times last year's 5.9 million. ''Content providers know that this is the opportunity going forward,'' added Noglows. ''If you go to AOL (America Online Inc. or Yahoo Finance six or eight times a day to check your stock prices, wouldn't it make more sense to pay those guys a buck or two a month to get that same information downloaded to your pager?'' There are several factors, like privacy concerns, that could threaten to delay that progress. But few of the ebullient investors at the conference seemed worried, even after Elliot Maxwell, the Commerce Department's Internet guru, laid out a long list of issues from privacy to tax policy and access to bandwidth that he said threatened to slow the runaway growth. ''Now there's an enormous sense of possibility of the future, but unless we have an environment where people feel safe and secure, these growth rates aren't going to take place,'' Maxwell, special advisor to the Secretary of Commerce for the Digital Economy, told the conference. Still, even Maxwell expressed a desire to avoid restrictive regulations that could put an end to the robust economy the Internet has helped fuel. ''No one wants to do anything but encourage (e-commerce),'' he said. If there were one admonition in the midst of all the buoyancy, it was that the industry was evolving so fast that not even today's leaders would be guaranteed a role in tomorrow's Internet landscape. ''Perhaps the true industry transformation hasn't occurred yet,'' said Genni Combes, a Hambrecht & Quist Internet analyst who follows online retailers. ''Amazon.com (Inc. ) has created tremendous incremental demand for books. But maybe authors will eventually want to reach their readers directly.'' 15:24 04-27-99 Copyright 1999 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content, including by framing or similar means, is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. All active hyperlinks have been inserted by AOL.