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Technology Stocks : C-Cube
CUBE 36.64-0.5%Dec 5 9:30 AM EST

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To: Don Dorsey who wrote (43142)7/17/1999 6:14:00 PM
From: Black-Scholes  Read Replies (1) of 50808
 
Don, DVD is so much larger than VCD. DVD will be selling to the industrialized nations (U.S., U.K., France, Germany, Canada) where the per capita income is ten times larger than China - a third world country by most measures (but if it will make you feel better, the Chinese are buying DVD too).

Bottom line: Even with lower ASP's, CUBE is making a killing. The market has not recognized this yet - Hell, nobody did. Before the Q2 CC, nobody had any idea how large of a contribution DVD was making.

CUBE HAS A 30% MARKET SHARE!
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