Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DiViT who wrote (41204)	5/17/1999 4:21:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

Yeah but LSI's chip is clearly inferior. It doesn't have two-way interactivity - from what I've read. Dear Mr. Market CUBE has competition and will have more in the future. Who the $#@& cares! There's not going to be ONLY one winner!!! P.S. Mr. Market, CUBE is locking up all of Europe's STB market. That's a market as large as the U.S. and much further along with their STB deployment than the U.S.

To: DiViT who wrote (41204)	5/17/1999 5:46:00 PM
From: John Rieman	Respond to of 50808

Telewest's financials are improving............................ inside-cable.co.uk 16th May 1999 TELEWEST - LOOKING IN GOOD SHAPE Telewest's first quarter 1999 results show that the debt-laden cable company is rapidly turning the corner. TV penetration up 2.5% points - in what is traditionally to poorest quarter of the year TV churn down 7.5% points telephony penetration up 1.6% points and churn down 0.4% points second line penetration up to 7.8% earnings up 35% on revenue up 16%. The company added 29,000 new new TV customers in the quarter and over 24,000 new residential telephone customers. Over 19,000 new business lines were connected for 1,400 new business customers. Plans for the introduction of digital television are now advanced and the company expects to launch digital "in the fourth quarter". COMMENT. It takes a long time for an infrastructure operation like a cable company to develop when it is built from ground up. What has happened to Telewest over the years has been dictated as much by its suppliers as by its own decisions. The fact that a key supplier is also a competitor (BSkyB) and was able to distort the market, took years to unravel. The impact of Telewest's new Millennium packaging are beginning to show through in these figures and there is more to come. The General Cable franchises taken over last year have only just starting offering the package and their penetration figures are well down on the older Telewest franchises. A turn-round there could have the numbers soaring by the end of the year when digital is introduced.