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

To: JEFF K who wrote (41201)	5/17/1999 3:58:00 PM
From: Black-Scholes	Read Replies (2) \| Respond to of 50808

To use TA terminology: CUBE is a broken stock. It's a prisoner to this silly resistance. Until some more analysts raise their earnings estimates, this stock will spin its wheels at $28.5-$29 (simply because there are still to many voodoo guys holding). Fundamentally, this is as about as undervalued as they get. I wonder how long analysts can ignore all these design wins and NOT raise their recommendations? I bet until they get all their best clients in first. Sincerely, Frustrated as Hell.

To: JEFF K who wrote (41201)	5/17/1999 7:11:00 PM
From: John Rieman	Read Replies (1) \| Respond to of 50808

Bell South is still expanding services. Divicom Headends/Zenith/Pace boxes............... cableworld.com BellSouth Chooses Service Over Technology By Karen Brown For BellSouth, different is better when it comes to offering communications services to its customers. At a time when telcos are scrambling to upgrade their plants to create one homogenous system, BellSouth is instead opting for a "mosaic" approach, knitting together telephone, wireless, fiber optic and conventional copper cable lines to bring high-demand data and Internet products into its territory. The mosaic is part of a BellSouth strategy to shift the emphasis from technology to delivering service, even as the telco goes through a hefty fiber optic upgrade in its Atlanta and South Florida markets. By strategically selecting combinations of telephone, wireless, fiber optic and cable lines, BellSouth is opening up its menu of high-speed data, voice and entertainment services for more customers than if it had waited for the whole-system upgrades, according to Dan Estes, director of consumer multimedia services. The trial run for this system will be in Atlanta and other metropolitan markets in the Baby Bell's nine-state territory. "The customer really isn't concerned with how we deliver it," Estes said. "We are working to provide customers with the services they want and we'll worry about the transport." The system involves making an economic study of the various service options to decide the best means of transportation and the best combination of services. For example, using a multichannel multipoint distribution system, Bell- South will market wireless digital TV services in New Orleans and Atlanta and is planning to expand to Orlando, Jacksonville, Daytona Beach and South Florida. It also offers traditional cable television service to parts of Atlanta, Birmingham, Ala., Charleston, S.C. and Jacksonville. High-speed data will be offered to 30 metro areas. That mix of technology may be a challenge to manage, but it gives Bell- South a natural progression for upgrades and new service offerings, Estes said. He points to the high-speed data service, which uses traditional copper telephone wire or fiber-optic. Although the two are completely different physical connections, because the company will regulate both at a 1.5 Mbps transmission speed and market them at the same price, customers will not be aware of any difference. In the future, the telco may opt to create a higher-speed business data option using the fiber optic lines. "This is the continuation of a long-term migration plan that BellSouth has been very methodical in implementing," he said. For areas where fiber-optic lines are wired to the curb, there is even a plan to experiment this year with fiber-optic lines wired into the homes, and if all goes well, the product could be ready for a launch in 2001, Estes added. Meanwhile, the telco is also mounting an ambitious plan to replace copper systems serving about 200,000 homes in Atlanta and South Florida this year. That is on top of the 80,000 new homes wired for telephone for 1999 in two of the fastest-growing regions in the United States. "It is a very ambitious program, but it is a very exciting program," Estes said. It's also fairly unique. Estes is aware of no other Baby Bell attempting to integrate different transport systems, and he speculates others are watching Bell South to see how it works. For now, the company has plans to expand the to its other markets in 2000. (May 17, 1999)