C-Cube Message Board - Msg: 5848764

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Technology Stocks : C-Cube

CUBE 36.31

-0.9%

Dec 8 3:59 PM EST

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To: DiViT who wrote (36250)	9/26/1998 3:50:00 PM
From: J Fieb	of 50808

I hope they sell a lot of 'em. I'm interested in CUBE's sub $1000.00 qoute on consumer DVx. A recent AMD release had some stats. A survey by Ziff-Davis Market Intelligence released Thursday showed that 42% of PC sales in the second quarter were sub-$1000, a dramatic gain from what was considered a respectable 13% in the first quarter. Little more than a year ago many industry experts scoffed at the notion of sub-$1000 machines making a meaningful dent in the market. Even Intel appeared to be caught by surprise, allowing AMD and National Semiconductor's Cyrix (NYSE:NSM - news) to establish themselves at the low end. The non INTC guys think thay have over 50% of this market. Put a Dvx on one of these and you create a box that no Pentium II could match. A 1% attach rate of DVx for the PC market would be 45 million in revenue for CUBE.10%,20% too much to think about. They enable the low end to have features the high end can't match unless they add a check box for DVx too. Can't wait to watch this one play out!

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