C-Cube Message Board - Msg: 3822092

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

CUBE 35.40

-1.8%

Jan 2 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DiViT who wrote (31373)	3/24/1998 4:36:00 PM
From: CPAMarty	of 50808

from yahoo; comments please System-On-Chip set-top boxxlee00 Mar 24 1998 3:45PM EST TI, SGS-Thomson, IBM, and LSI are all working on the "System-On-Chip" single chip set-top box solutions. Some working samples are already out in set-top box manufacturers' hands. It will be a big dog-fights. It looks like C-Cube has given up the Satellite set-top markets since Div/Comm scares away all US box makers. How it can get into Cable set-top markets so easily ? (Satellite and Cable box makers are the same gangs !!) C-Cube has lost the leadership in ATSC HDTV encoder development and manufacture battles. Currently, one ATSC HDTV encoder may sale for $500,000 per unit. C-Cube is at least one year behind its competiters. When C-Cube catch up, the gross magine may be only 15%, after price reduction dog fighting. C-Cube put all the eggs in DVD markets. After this Christmas season, we will see whether DVD is not another DVI or VCD sad stores. DVD video/audio decoder chips are becoming commonaty (just like DRAM and PLDs). C-Cube may just not be able to make any money on it. C-Cube may win something in Recodeable DVD markets. However, IBM does also have single chip MPEG-2 encoder. We hope C-Cube can do much better marketing promotion jobs to make comsumer box makers like the E4 encoder chip. It may be two years away.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next