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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Black-Scholes who wrote (80944)	5/15/1999 1:55:00 PM
From: f.simons	Read Replies (1) \| Respond to of 186894

>why Divicom (a CUBE owned company) is THE lurking broadband play and why INTC might be seriously interested. I also provided some other Forbes' articles that lend more rationalization to an INTC buyout of CUBE.< I don't think anyone on this thread has accused you of not being right about the future of STBs and the importance of bandwidth. What has caused what you perceive to be negative reaction is your at-times almost frantic urging that Intel open its eyes and get on the bandwagon. As the links you provided clearly show, Intel is not only on the bandwagon, but is a major player and will continue to be. This has been pointed out to you by several on this thread, but you continue to scream "fire" to those who have already left the theatre safely. Move on to the next point. Please.

To: Black-Scholes who wrote (80944)	5/15/1999 2:42:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

Black-Scholes, Re: "idiot" I unconditionally apologise for calling you an idiot it was uncalled for. Even though I found your spamming annoying. Good luck with CUBE, I suspect that somebody is likely to buy them. Regards, Kash.

To: Black-Scholes who wrote (80944)	5/15/1999 4:10:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

OT I like your respectful replies to f.simmons and Kash and would like to see more postings like these. Regards, Amy J

To: Black-Scholes who wrote (80944)	5/15/1999 10:58:00 PM
From: Amy J	Read Replies (2) \| Respond to of 186894

Black-Scholes, I rather doubt Intel is interested in C-Cube and here's why: C-Cube manufactures ICs for video compression, MPEG1 and MPEG2. They also develop decompression chips for VCD (Video CD) used mostly in China and have recently introduced the MPEG2 decoder chipset for use in digital set-tops. They are missing the communication part of the set-top. Broadcom is a communication company, which I thought didn't have the MPEG IC, but according to the Forbes article, I guess they do now (which doesn't surprise me: and it looks like maybe they decided to make rather than buy the solution.) Divicom is a systems organization, making the head-end equipment and providing the system management. I believe they use ICs from C-Cube and Broadcom. After the acquisition of Chips, I was of the impression Intel preferred to do MPEG2 in software. However, if Intel is really seeking the hardware MPEG chips, for MPEG compression, they could buy one of the other smaller startup companies (which may do a better job at a lower cost.) About Intel's involvement in Set-Top chips, the Forbes article indicated there are 100 engineers already working on an IC, although I don't think they said which IC (i.e. is it the communication part or the compression part or both?) I don't know. Broadcom is better positioned than C-Cube, although, this is reflected in the stock price. It could be C-Cube's stock is rising because, as Forbes indicated, there is a potential European company interested, and this wouldn't surprise me: it might be hard for a company which is in located in Europe to track down one of the smaller MPEG2 startups in the USA, and this wouldn't be so difficult for Intel to do, if they really wanted to pursue the hardware MPEG2 chips, which I rather doubt they do. Amy J