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Technology Stocks : C-Cube
CUBE 36.52+0.3%Dec 12 9:30 AM EST
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To: BillyG who wrote (46273)10/19/1999 4:42:00 PM
From: Maya  Read Replies (2) of 50808
 
Divi $49.1 million; 5% sequential growth; 30% year over year 3Q growth; no impact on Divi from Taiwan
Semi: $52.3 million vs $47.9 million; 10% sequential growth; VCD grew as well; DVD 1 million + ; 25% growth sequential growth in DVD; minimal wafer damage from Taiwan earthquake; but the capacity supply is tight; comfortable with pre-earthquake estimates; solid sequential growth expected in 4Q; has shipped # of DVD chips equal to last year's whole industry shipping; semi making significant moves and taking over the lead
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