SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : C-Cube
CUBE 37.68+1.7%Jan 9 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Rieman who wrote (14465)4/23/1997 8:12:00 PM
From: DiViT   of 50808
 
John, check my math:

Alex is saying that VCD will be only 20-25% of revenues next year.
VCD is a conservative 15mm chips this year. Can we assume 30mm for next year (1998)?
Now assume Cube only has 60% market share next year. 30mm * .60 = 18mm chips

Take a stab at ASP's next year $13? $13 * 15mm = $234mm

$234mm is 20% of $1.17billon.

Where do you want to go today?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext