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


To: J Fieb who wrote (41233)5/18/1999 9:59:00 AM
From: BillyG  Respond to of 50808
 
Check out the interview with Andy Grove on page 160 of the May 24 issue of Fortune magazine. I don't have a web link for it. Grove talks about the future of PCs (they wil be different). When asked what PC companies will look like, he said:

"Servers and communications devices will be a major part of their business."

Regarding the integration of PCs and communications in the PC industry, Grove says:

"The integration process has not really even started. These current boxes designed by disparate divisions in the same company will eventually be unified boxes provided by integrated divisions."

I would say that CUBE is positioned nicely to take advantage of the changes, or as Grove would say, to take advantage of the strategic "inflection point."