C-Cube Message Board - Msg: 12633213

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Technology Stocks : C-Cube

CUBE 36.42

+1.1%

Dec 11 3:59 PM EST

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To: John Rieman who wrote (48397)	1/20/2000 10:47:00 PM
From: Binx Bolling	Read Replies (3) of 50808

Did I understand correctly? 4 million DVD unit chips shipped in 1999 including 1.2 Million in PCs >2.8 Million in Consumer boxes Which half of year shipped 1.8 million total DVD units? Did they break this out (PCs vs. Consumer boxes)? Why couldn't the guy give a straight answer about 3Q to 4Q sequential growth in DVD? Why all the seasonality justification (May-Nov) for DVD and not Set-Top (which grew over 40%)? 4th Qtr: % Revenue Breakdown? High 30's = VCD ~60 % = DVD (largest) + CODEC (2nd) + Set-Top (3rd) Relative Profitability of 4 IC groups broken out? Codec =80's DVD's,Set-top ? = into the 50's VCD's = low 50's Again, why was this guy so vague? Why did he group DVD and Set-Top? What is he hiding? Geographical Strength in ICs ? North America stayed in High Teens Europe grew to mid teens from high single digits European growth came from set-top and codec Japan grew to mid teens from high single digits Japan growth came from Codec and DVD business China decreased from 50s to 30s (why?) Does CUBE compete directly with ZRAN (Zoran) in DVD or do they have complimentary products, or both?

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