C-Cube Message Board - Msg: 1080965

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Technology Stocks : C-Cube

CUBE 36.52

+0.3%

Dec 12 9:30 AM EST

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To: Bob Strickland who wrote (12217)	3/27/1997 8:21:00 PM
From: DiViT	of 50808

Yes, we've discussed this on the thread a number of times. All of the first generation DVD players do not have Cube inside. Best as I can tell they have Toshiba or SGS Thompson chips inside. I/we expect Cube to win a bunch of the next generations players as the companies seek to reduce cost from the 10+ chips solutions to Cubes Single chip solution. Cube announced consumer wins with Samsung, Aiwa. PC-DVD wins with Diamond MM and Quadrant (which I believe OEM to Packard Bell). There have been no other silicon providers announcing DVD wins. Pay attention to the PC-DVD announcements near term. Most the major PC companies will OEM DVD for their systems, and most are expected to ship DVD systems in Q2. I don't think there is any other integrated DVD chip solution that can ship in Q2 or Q3 for that matter. If this bears fruit it will be just what the doctor ordered for Cube's potential Q2 ailments.

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