C-Cube Message Board - Msg: 2173874

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Technology Stocks : C-Cube

CUBE 36.42

+1.1%

Dec 11 3:59 PM EST

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To: robt justine who wrote (22392)	9/11/1997 7:35:00 PM
From: John Rieman	of 50808

Looks like VCD will carry the day for Cube through the New Year. Last Q, Cube sold 2.2M units, ESS sold 1.7M units. Both were down from Q1, Cube's 2.6M and ESS 2.3M. I expect that this Q we will see The spead between Cube and ESS to widen. That trend should continue through the New Year. What I have really been waiting for is an anouncement that Shico/Eastbase has selected Cube's CL-680 for it's VCD players. That would be big. Eastbase is ESS largest/best Chinese OEM. Cube will sell about 2.2M VCD chips this Q. At $11 ASP that's $24.2M in revenues, compared with Q2's $28.6M. VCD is a 13M to 15M unit market in the 4th and 1st Qs. Cube could do over 4M units in one, or both Qs. I like VCD. If nobody buys DVD, because they are confused, or, waiting for Divx, Cube sells more VCD units in Asia

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