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

To: John Rieman who wrote (40407)	5/3/1999 5:28:00 PM
From: BillyG	Respond to of 50808

HDTV design team in China. (Don't know if this was posted). techweb.com

To: John Rieman who wrote (40407)	5/3/1999 5:33:00 PM
From: Black-Scholes	Read Replies (3) \| Respond to of 50808

O.K. Mr. Rieman, the market sentiment for CUBE in the face of a VERY bullish outlook for DVD will be something like this: "Ah, yah, sure DVD is strong but there can be only, ummm, ONE winner and that winner will be, ummmm, not CUBE, because their the leader, but a, ummm, a SIGM or maybe LSI or no, ummm, Innovacom - yeah - Innovacom - those guys still in business? It doesn't matter because I'm sure they will be again. Ya know why, because they just had a press release saying how their NEW DVD chip is going to take market share dramatically. So as an analyst, I have to lower CUBE's earnings estimates but I'll keep them at a "strong luke-warm"."

To: John Rieman who wrote (40407)	5/3/1999 5:54:00 PM
From: Peter V	Respond to of 50808

<<The report said nothing about the future of floundering* pay-per-view rival Divx, which lags far behind DVD in hardware and software sales.* >> As I predicted long ago. Divx is an unwanted intrusion on people's viewing habits, and a hassle to have yet one more device hooked up to your phone. People who buy movies want them long term, not pay per view. People who rent usually return to the store to rent additional movies, so returns aren't that big of a problem. I also predicted that DVD sales wouldn't really take off until they became a VCR replacement. The low-priced recordable versions are just that. If they can get the recording media down to a reasonable price and acheive decent recording lengths, DVD will go to the moon, baby! (whether CUBE will participate remains to be seen) Maybe this is all pretty obvious, but I have been saying it for two years, and none of you will give me any credit . . . <G>