C-Cube Message Board - Msg: 5848958

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Technology Stocks : C-Cube

CUBE 36.31

-0.9%

Dec 8 3:59 PM EST

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To: JEFF K who wrote (36241)	9/26/1998 4:27:00 PM
From: John Rieman	of 50808

Other CVD/SVCD MPEG-2 chips are availible from Luxsonor, Zoran, ESS says they have one, Windbond will have one, maybe UMC, maybe OAKT. In this Q, C-Cube sold over 700K CVD chips. It may have been higher. It's a good and bad thing. Every line that shut down to change over drew down VCD 2.0 chips 1st. They didn't order any more. C-Cube looses 2 weeks of production, in a 13 week Q. The new inventory is not built to the same level as the drawn down inventories. Net, you loose 30% production for each line that changes over, but just in the Q they change over. On the good side, 22% of all lines that produce C-Cube based VCD players will have switched to CVD cheaps by the end of this Q. Not many will shut down until after the Chinese New Year. They are entering their seasonal ramp. The ASPs on CVD are higher, but the price of VCD 2.0 is still falling. ASPs will stay in the $10-$11+ range(Blended VCD chip price) for the next six months. That is very good news.

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