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

To: Black-Scholes who wrote (41330)5/19/1999 5:44:00 PM
From: Don Dorsey  Respond to of 50808
 
Cube may be a good fit for Intel. I just think your reading too much into a simple statement. Intel clearly feels the Internet server market is a growth opportunity for Pentiums in the coming years.



To: Black-Scholes who wrote (41330)5/19/1999 5:49:00 PM
From: Don Dorsey  Read Replies (1) | Respond to of 50808
 
If you want to read between the lines, One thing Andy Grove talked about was selling bits instead of atoms, and how Intel was setting up a location in Santa Clara now, and later around the world to carry this out. I suppose one such bit could be a video bit.



To: Black-Scholes who wrote (41330)5/19/1999 6:05:00 PM
From: Grantcw  Read Replies (1) | Respond to of 50808
 
Black-Scholes,

So am I. Cube is developing products for streaming video on the web - or at least that's what AB said at the shareholder's meeting.

I'm curious why, if CUBE is really developing such products, they wouldn't just buy SIGM? They'd get their dvd-upgrade kit market share back and streaming video as the icing on the cake. It'd be a pretty cheap buy right now relative to CUBE's size and cash on hand.

Grant


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