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Technology Stocks : C-Cube
CUBE 37.23-0.3%Nov 28 9:30 AM EST
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To: J Fieb who wrote (12809)4/6/1997 6:18:00 PM
From: DiViT   of 50808
 
Re:Looks like 50%-55% market share is theirs.

I think the comment reflects the fact that PC-DVD will roll out quicker than Consumer DVD this year. I'm not saying consumer DVD will be smaller than the projections for this year, just that PC DVD will be bigger. If Cube has the majority of PC-DVD coupled with thier consumer DVD wins this year, they easily could get >50%. However going into next year they better get some of the bigger consumer DVD names to maintain this level of market share.
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