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Technology Stocks : C-Cube
CUBE 37.90+0.6%Jan 12 3:59 PM EST
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To: Trieu who wrote (46988)10/28/1999 7:52:00 PM
From: John Rieman  Read Replies (3) of 50808
 
Ericka said the semi part was worth $600M. Ericka has that right, it's worth 2.5x sales, or $625M, on the Mesh's $240-$250M next year.(He was qoting analysts est.) She doesn't include any premium for new markets, or the potential for the up side of revenues.

Since VCD, everybody expects ASPs to be a problem for C-Cube. If DVD and settop chip prices drop at that rate, the up side is limited. C-Cube's semi division is still suspect.

38% of operating expenses will make the semi side very profitable.
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