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Technology Stocks : C-Cube
CUBE 36.64-0.5%Dec 5 3:59 PM EST

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To: JPM who wrote (43180)7/18/1999 11:25:00 PM
From: Craig Gordon  Read Replies (1) of 50808
 
On the telcon Cube mgt said 7 million DVD chips for the year as an estimate of how many they thought they would sell.

One of the Cube's people said on the last call that they thought Cube would have a 25% annual growth going forward. I have it in my notes.

On this call Cube said they thought 2nd half growth of 30% in DVD, which I don't understand. (they said this right after they said Japan & Korea are dominating the consumption of DVD.They also said 70% of DVD is now consumer and 30% of DVD is computer.

They also said Cube has a 30% market share of DVD market worldwide.
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