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

To: Black-Scholes who wrote (40265)	4/28/1999 2:39:00 PM
From: DiViT	Read Replies (1) \| Respond to of 50808

"General Instrument has about 60 percent of the analog set-top market, while Scientific-Atlanta currently commands roughly one-third, maybe a little less. Assuming that holds up in the digital arena -- and it should, since no one else is even close to being competitive -- both parties stand to benefit from a market that at least one analyst (Truc Do of Soundview Financial Group) estimates could be worth $22 billion just in North America, let alone the rest of Earth." zdii.com

To: Black-Scholes who wrote (40265)	4/28/1999 2:39:00 PM
From: BostonView	Read Replies (1) \| Respond to of 50808

Speaking of Broadcom... from CBSMW/H&Q Conf. "Chief Executive Officer Henry Nicholas said the company is shifting from enterprise local area networking to video, voice and data with an aim toward creating a unified LAN. The company's objective is to see layer 3 deployed throughout workgroups on business LANs, he said. Broadcom hopes to offer layer 3 functionality at layer 2 costs, Nicholas said. The CEO also said that by the end of the year Broadcom will offer a single chip on digital cable set-top boxes. The company's vision is to enable the use of cable as the communications conduit of choice through video telephony and Internet access".