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Technology Stocks : C-Cube
CUBE 37.68+1.7%Jan 9 9:30 AM EST
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To: DiViT who wrote (14468)4/23/1997 11:28:00 PM
From: Steve Reinhardt   of 50808
 
You said: "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"

Any such forecast without count ESST in is dangerous to say the least.

How about 60% of 1997 and 80% of 1998 goes to ESS's VCD chip instead?
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